James Casey
President and CEO at Integrated Wealth Management
Based in Marina del Rey, United States
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Seniority
C-Team
Department
General Business & Management
Location
Marina del Rey
Industry
Financial Services
Company size
6
Contact information
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j•••••••@iwmgmt.com
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Background
About James Casey
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 and discover Your Life. Integrated.
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