Welcome to Integrated Wealth Management

"The Retirement Specialists"

Managing your investments and properly planning your financial future can be a daunting task. There is an abundance of information and “do it yourself”  tools available, but most of us are reluctant to devote the time necessary to become educated investors. Therefore, we have found that it is crucial to establish a relationship with a company that can help you plan your financial future for you and your family.

Integrated Wealth Management (IWM) is a Registered Investment Advisor with the Securities and Exchange Commission, and have Registered Representatives affiliated with and offer securities through Geneos Wealth Management Inc. IWM brings the benefits of institutional investing and wealth management to the private investor. IWM integrates tax consulting, financial and estate planning with investment management. 

  • Uncompromising Integrity
    Awards & Information
  • Commitment to Client Service
  • Institutional Investment Management
  • Integrated Services

Please tour our site. All brochures can be viewed and downloaded using Adobe Acrobat.

If you’re ready for personalized assistance from an experienced professional who can work with you for the long term, contact us at 480 663 6000 or bpine@iwmllc.com.

About Us

Tax Topics

Become a Client

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Becoming a client with us is easy as it is rewarding.

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Contact Us

Integrated Wealth Management
4800 N. Scottsdale Road
Suite 1900
Scottsdale, AZ 85251
Phone: 480-663-6000
Fax: 480-663-6033
Email: markjones@iwmllc.com

Brent S. Pine CPA, CFP® 
President Integrated Wealth Management
Registered Principal Geneos Wealth Management Inc.

4800 N. Scottsdale Road Suite 1900 Scottsdale, AZ 85251
Tel: 480-663-6000 Fax: 480-663-6033 Email: markjones@iwmllc.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Securities offered through Geneos Wealth Management Inc. Member FINRA & SIPC. Investment Advisory services offered through Integrated Wealth Management, LLC.