Integrated Wealth Management, an independent financial advisory and wealth management firm, represents hundreds of individuals, businesses, and non-profit organizations. Founded in 1996 by Jim Casey, the firm is focused on helping our clients achieve their current and future financial goals by providing an exceptional level of personalized service and financial advice, and by proactively adapting to changing client circumstances, market conditions or tax laws. An unwavering commitment to integrity, transparency, and giving back to the community are the cornerstones of our philosophy.
We are completely objective in our recommendations and have the flexibility to match each client’s unique investment goals, time frame and risk profile to a specific investment strategy.
Helping our clients achieve their financial goals is our first priority. As a full service firm, we understand the importance of taking a holistic view of your financial needs and goals. We have a broad investment platform and our advisors work, as your partner, to create a plan and strategy that works best for you.