From the firm’s beginnings in 1995, it has grown from two employees in one office to 31 employees in five offices across the
“I am so proud of what the firm has been able to accomplish. I believe our consistent growth is a direct product of our dedication to client service,” said
Casey continued, “Although we’ve grown the number of advisors and operational staff over the years, the heart and culture of our company remains the same. We take pride in building personal relationships with our clients and creating custom financial solutions that help them achieve their financial goals.”
About Integrated Wealth Management:
Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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. The full-service firm with offices in
Provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and experience of advisory personnel. Form ADV publicly available: www.adviserinfo.sec.gov.
Integrated Wealth Management
Source: Integrated Wealth Management