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Empowering You to Achieve Your Financial Goals
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Custom 401(k) plan design and administration |
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Retirement planning services |
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Wealth management and personal financial planning |
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Mortgage services |
Integrated Wealth Management is an independent wealth management firm representing hundreds of businesses, foundations and individuals. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. A strong commitment to integrity, transparency and giving back to the community are cornerstones of our philosophy.
The foundation of Integrated Wealth Management is a multi-step process to assess your current financial health, identify any future hurdles such as college tuition, and jointly develop a plan to attain your identified goals. 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. A member of our team of expert financial advisors works with every client on an individual basis. We understand that the best plan for you is one you’re comfortable with, one that feels right to you, one that works for you.
At Integrated Wealth Management, we focus on what feels right to you. We know that you need a program you'll feel comfortable with: a plan with the right level of risk, the right mix of assets and the right level of reporting.
Integrated Wealth Management has received numerous awards and accolades including:
Medical Economics: The 150 Best Financial Advisers for Doctors, 2005-2010;
Financial Advisor Magazine: Top Registered Investment Advisors 2006, 2010;
Wealth Manager: America’s Top Investment Advisory Firms, 2005-2009;
Reuters’ Top Advisors of 2008;
Best of United States 2008: Best Financial Planners;
Small Business Commerce Association’s 2009 Best of Business Award, Management Services
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Areas of Focus
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Integrated Wealth Management, Inc. is a Registered Investment Adviser.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Palm Springs area (includes the following California zip codes: 92201, 92210, 92211, 92234, 92236, 92253, 92260, 92262, 92264 and 92270) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 3,200 wealth managers in the area. 500 award candidates in the Palm Springs area were considered for the award, of which 51 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Palm Springs Life.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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