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Financial Advisors

Jim Casey

Jim Casey
President & CEO

Phone: (310) 821.6563 xt. 15
Phone: (760) 969.7101
Fax: (310) 861.5815
Casey@IWMgmt.com

Los Angeles
742 Washington Blvd.
Marin del Rey, CA 90292

Palm Springs
787 N. Palm Canyon Drive
Palm Springs, CA 92262

Mark Hayek

Mark Hayek
Vice President &
Senior Financial Advisor

Phone: (760) 834.7200
Fax: (760) 841.4074
Mark@IWMgmt.com

One El Paseo East Plaza
74-245 Hwy 111
Suite 203
Palm Desert, CA 92260
Brandt Kuhn

Brandt Kuhn
Business Innovations Analyst

Phone: Phone: (760) 969-7103
Fax: (760) 841-4536
Brandt@IWMgmt.com

787 N. Palm Canyon Drive
Palm Springs, CA 92262

Reesa Manning

Reesa Manning
Vice President &
Senior Financial Advisor

Phone: (760) 834-7200
Fax: (760) 841-4072
Reesa@IWMgmt.com

One El Paseo East Plaza
74-245 Hwy 111
Suite 203
Palm Desert, CA 92260

Mark Marshall

Mark Marshall
Vice President &
Senior Financial Advisor

Phone: (760) 969-7108
Fax: (760) 841-4087
Marshall@IWMgmt.com

787 N. Palm Canyon Drive
Palm Springs, CA 92262

Kari Middleton

Kari Middleton
Vice President &
Financial Advisor

Phone: (760) 969-7107
Kari@IWMgmt.com

787 N. Palm Canyon Drive
Palm Springs, CA 92262
 
Awards & Accolades
 
2009 | Best of Business
Integrated Wealth Management
Recognized as Marina del Rey's
Best of Business award recepient in the Financial Industries category.
2009 | Wealth Manager
Voted one of America’s Top Investment Advisory Firms,
5 years in a row.
 
2009 | Medical Economics
Recognized as one of the 150 Best Financial Advisors for Doctors, seven years in a row.
2008 | Wealth Manager
Voted one of America’s Top Investment Advisory Firms,
4 years in a row.
2008 | Medical Economics
IWM is recognized as one of the 150 Best Financial Advisors for Doctors for a 6th consecutive listing.
 
2008 | Best in the U.S.
IWM included in the 2008 listing of the best Financial Planners in the country.
2008 | Reuter's Top Advisors
Rated as one of Reuters’ Top Advisors of 2008.
2007 | Wealth Manager
Ranked as one of America’s Top Wealth Managers for the 3rd consecutive year on Wealth Manager Magazine's “Top Dog Report”.
2006 | Financial Advisor Magazine
Voted one of America’s Top RIAs.
2006 | Medical Economics
Recognized as one of the 150 Best Financial Advisors for Doctors by Medical Economics Magazine for a 3rd consecutive year.
2006 | Wealth Manager Magazine
Bloomberg’s 6th Annual Ranking of America’s Top Wealth Managers.
2005 | Wealth Manager Magazine
Ranked as one of America’s Top Wealth Managers for the third consecutive year.
2004 | Medical Economics
Recognized as one of the 150 Best Financial Advisors for Doctors.
 
© 2010 Integrated Wealth Management | Proxy Voting Policy | Disclaimer
The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. Form ADV Part 1 is publicly available and may be viewed at http://www.adviserinfo.sec.gov