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).