Integrated Wealth Management, an independent wealth management firm, has announced that the financial advisors of The Cypress Group, formally with Morgan Stanley in Palm Desert, California, have joined the firm. This move establishes Integrated Wealth Management as the largest independent wealth management firm in the Coachella Valley.1
«I am excited to welcome the talented financial advisors of The Cypress Group to the team at Integrated Wealth Management,» said Jim Casey, Integrated Wealth Management’s President & CEO shortly after the announcement. «The continued growth of the firm’s advisory team has been a part of our long term strategic planning, and we look forward to continuing to serve our clients with integrity, transparency, and a high level of personalized service.”
The Cypress Group consists of Mark Thatcher, CRPC®, Shad F. Lamm, CRPC®, Chris Risenmay, CFP®, CRPC®, Ross Biesinger, David Thatcher, CFP®, Clark Penney, and Marc Koven, as well as their four client service associates. The team is focused on helping their clients understand the challenges and planning uncertainties they may face in the second stage of life. The group is committed to helping their clients by coming to a deep understanding of their financial DNA, addressing gaps that could pose long-lasting problems, implementing a blueprint to guide their individual income and legacy planning needs, and serving as a resource to continue the client’s further understanding of the financial world.
«We look forward to joining the Integrated Wealth Management team,» said Mark Thatcher, CRPC®. «This transition is the best decision for the continued service of our clients and ensures their best interests are met with the move to an independent firm.»
1Largest independent wealth management firm qualification is based on the number of financial advisors in the Coachella Valley, CA.
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 with offices in Palm Springs, CA, Palm Desert, CA, Newport Beach, CA, Boise, ID, and Anchorage, AK provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more.