Integrated Wealth Management (IWM) is an Arizona-based, independent Registered Investment Advisor (RIA) founded in the year 2000. Its founder, Brent S. Pine, CPA, CFP is a three-time Five Star Wealth Manager recipient, as seen in Phoenix Magazine. Five Star Award
IWM believes growing and protecting wealth for a secure retirement involves three key elements:
- Developing a Prosperity Plan for each client reflecting your unique circumstances, and then monitoring progress toward your goals.
- Building a diversified investment portfolio including both strategic and actively-managed components designed to meet your goals while seeking to provide downside protection. Portfolios are stress-tested to assess how they will potentially perform under adverse conditions based on historical data.
- Surrounding our clients with a team of professionals who have unique and deep subject matter expertise in tax and estate planning, as well as retirement income management
Based on an in-depth discovery of your needs, IWM develops your unique Prosperity Plan which is monitored and reviewed with you and modified, as life changes occur. We have not only developed in-house expertise in order to implement your plan, but we have painstakingly created a network of experts proficient in delivering a truly integrated set of wealth management services. Our Strategic Alliance Partners are independent and highly skilled professional firms that cover a multitude of disciplines:
- Investment Management
- Estate Planning
- Tax Consulting and Compliance
- Commercial Liability and Personal Insurance
- Corporate Trust Services
- Private Banking
- Comprehensive Strategies for Business Owners
IWM’s institutional investment approach is the product of a superbly qualified investment committee, consisting of professionals with over 100 years of combined investment experience, and including several Chartered Financial Analysts (CFA’s).