Integrated Wealth Management Expands into Orange County, CA


Palm Springs, CA, Mar 28, 2013 (GLOBE NEWSWIRE via COMTEX) —
Integrated Wealth Management continues their
growth streak into Orange County, CA, with the addition of two new
financial advisors. Nick Cunnington and Mike McConnell
are the newest members of the Integrated Wealth Management
financial advisory team, leading the firm’s Orange County
presence.

“Integrated Wealth Management’s expansion into Orange County has
been a part of our strategy for some time. I’m excited to
welcome Nick and Mike to the firm,” said Integrated Wealth
Management’s, President and CEO, Jim Casey. “We currently
serve a number of clients residing and working in Orange County,
and this expansion will only help us continue to provide the
highest level of service.”

Cunnington joins the firm from UBS Financial Services in Irvine,
CA. Prior to his career as a financial advisor,
Cunnington spent five years at a prominent national insurance
brokerage providing insurance and risk management solutions for
individuals and businesses. At Integrated Wealth
Management, Cunnington leverages his experience with business
owners, executives and professionals by specializing in developing
customized investment strategies and creating retirement plans for
newly retired business owners, executives, and
professionals.

McConnell entered into the wealth management industry after a
career in high-tech consulting in the Silicon Valley.
As an Integrated Wealth Management Financial Advisor, he
specializes in highly personalized wealth management services to
meet the diverse financial needs of his clients. McConnell is
focused on assisting his clients successfully navigate their
evolving financial challenges, as they move through the various
stages of their business and personal lives.

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 provides: Wealth Management Services,
Fiduciary Services, 401(k) Design and Management, Investment
Reporting Services, Financial and Retirement Planning and more.
They have offices in Marina Del Rey, Palm Springs and Palm
Desert. For more information: www.IWMgmt.com or 866-888-6563 x.
113.







        CONTACT: Erin Scott
                 Integrated Wealth Management
                 Erin@IWMgmt.com
                 760-969-7113
        



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Thursday, March 28th, 2013 EN

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