James Casey Email & Phone Number

For over 20 years, Integrated Wealth Management has been focused on helping clients achieve their financial goals. Our process is grounded in our commitment to our clients' as individuals as we have developed a collaborative approach to integrate, organize and simply their financial lives. Our firm's beginning were as financial advisors to physicians and medical professionals. The patient "standard of care" practiced by that community now serves as the foundation of how we meet our clients' needs. This standard of care is the common thread between our independent financial advisors. The firm became a home for breakaway wirehouse advisors in 2009. Since 2009, the firm has grown from 1 advisor to 17 advisors.We invite you to learn about more about us at www.iwmgmt.com and discover Your Life. Integrated.

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  President And Ceo

  Integrated Wealth Management

  1995 - Present - Palm Springs, Ca

  Jim Casey is the founder, president, and chief executive officer of Integrated Wealth Management, an independent financial advisory and wealth management firm that works with individuals, businesses, and nonprofit organizations. The firm was established in 1995, and has offices in Palm Springs, Palm Desert, Newport Beach, California, as well as Boise, Idaho and Anchorage, Alaska.Mr. Casey began his financial career on Wall Street in 1986. In 1995, Mr. Casey founded Physicians Asset Management to handle the needs of high-net-worth medical professionals and physician groups. Prior to that he was the western United States regional vice president for AMA Investment Advisors, a wholly owned subsidiary of the American Medical Association and the group from which he established Physicians Asset Management.Mr. Casey holds bachelors’ degrees in business and psychology from the State University of New York at Binghamton. Mr. Casey firmly believes in helping the communities in which he lives and works flourish. He has served on the executive boards of Desert AIDS Project, Palm Springs International Film Festival, and Palm Springs Art Museum, and has provided strong support to an array of other local nonprofits including Screen Actors Guild Foundation, The Actors Fund, La Quinta Arts Foundation, The Living Desert, McCallum Theatre, among many others.