Integrated Wealth Management (IWM) was founded in the year 2000 and is an independent Registered Investment Advisory (RIA) firm in Arizona. Its founder, Brent S. Pine, CPA, CFP is a two-time Five Star Wealth Manager recipient, as seen in Phoenix Magazine, Wall Street Journal and Forbes. * The strength of IWM is truly enhanced by the quality of its investment committee, which consists of an experienced collection of professionals, including multiple Chartered Financial Analysts (CFA’s) with years of combined investment experience. IWM provides you access to a highly skilled and knowlegeable group of professionals who provide a collaborative approach in analyzing your goals, helping to define a vision for your future and creating the appropriate course of action to maximize your potential for success. Our strategic team has the capabilities to integrate all areas of planning including investment management, financial planning, insurance, tax minimization strategy and legal strategies to maintain, grow and protect your wealth.
We are ready to serve you.
4800 N. Scottsdale Road Suite 1900 Scottsdale, Arizona 85251
Tel: 480-663-6000 Fax: 480-663-6033 Email: email@example.com