Integrated Wealth Management Recognized as 2013 Outstanding Philanthropic Corporation

Business Wire


Integrated Wealth Management will be honored by the Desert Communities Chapter of the Association of Fundraising Professionals as the 2013 Outstanding Philanthropic Corporation. The firm will be recognized with the award at the 7th Annual National Philanthropy Day Awards for their commitment and philanthropic contributions to so many Coachella Valley non-profit organizations.

“We are so honored to receive this recognition from the Desert Communities AFP,” said Jim Casey, President & CEO of Integrated Wealth Management. “Giving back and getting involved in our community is such an important part of our firm’s culture. We count a number of non-profit organizations as clients, and are delighted that we are able to help them, as well as others, with their fundraising efforts.”

Doing good and giving back are cornerstones of Integrated Wealth Management’s credo. Since its inception, Integrated Wealth Management has proudly counted an array of non-profit organizations as clients, and the firm regularly donates time, in-kind services and funds to many local and national non-profit organizations. The company contributes to a variety of causes and organizations including: The Screen Actors Guild Foundation, Desert AIDS Project, The Actors Fund, The Palm Springs International Film Festival, The Palm Springs Art Museum, La Quinta Arts Foundation, The McCallum Theatre, The First Tee of the Coachella Valley, among many others.

The 7th Annual National Philanthropy Day Awards Luncheon will be held on November 13th at the Agua Caliente Casino Resort Spa in Rancho Mirage. The luncheon’s theme is “Change the World with a Giving Heart,” which celebrates the spirit of charitable giving and volunteering in the desert cities. More information on the awards and luncheon can be found at

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, Palm Desert, and Orange County. For more information: or 866-888-6563 x. 113.

Integrated Wealth Management was selected, out of four total nominees, to receive the Outstanding Philanthropic Corporation recognition by a Blue Ribbon Selection Panel, which consisted of seven members selected by the Desert Communities AFP for their greater knowledge and understanding of the Coachella Valley community, and are not directly connected to any of the nominees or charities involved. The Outstanding Philanthropic Corporation nomination criteria include: general overview of why the nominee should be selected, length of involvement with the nominating organization, and additional information on why the nominee should be selected.

Integrated Wealth Management
Erin Scott, 760-969-7113


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