Wed, 17/04/2013 - 16:20
Integrated Wealth Management has added risk management and insurance services for new and existing clients.
The newly unveiled Integrated Risk Management Associates will assist and guide clients through the entire insurance cycle to ensure all needs are met in a structured, accurate, and transparent process.
"We are excited to bring the insurance and risk management offering to our line of services; it really completes our suite of offerings," says Jim Casey, president and chief executive of Integrated Wealth Management. "As financial advisers, we intimately understand a client's entire financial picture and we understand the importance of having adequate insurance coverage. Our access to the industry's leading carriers allows us to confidently meet the unique insurance needs of our valued clients."
Through collaboration with a top insurance brokerage firm, Integrated Risk Management Associates has access to over 350 of the top insurance carriers. Integrated Risk Management Associates is focused on providing a high level of service, holistic perspective, and custom solutions. Integrated Wealth Management financial adviser Nick Cunnington will manage the firm's insurance service offerings, which include personal and commercial lines of insurance and proactive risk management.
"As guardians of client wealth, Integrated Wealth Management understands that protecting wealth is equally as important as growing wealth," says Casey. "We want to provide clients with not only a cost effective solution, but with an accurate and effective solution that provides adequate coverage for all aspects of their lives."
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