Integrated Wealth Management

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74245 Highway 111 Ste 201
Palm Desert, CA 92260
+1 (760) 834-7200
https://iwmgmt.com
Helping our clients achieve their financial goals is our first priority. As a full service firm, we understand the importance of taking a holistic view of your financial needs and goals. We have a broad investment platform and our advisors work, as your partner, to create a plan and strategy that...

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5.02 reviews
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Paula T.
10/24/2020

Mark Koven and the group at Integrated Wealth Management 74245 Hwy 111 Palm Desert Suite 201 are THE GREATEST INVESTMENTpeople that I have EVER dealt with . They know the business ,each one , so...

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Michelle S.
6/24/2015

The Palm Desert office is easy to work with regarding my portfolio and estate planning questions. They even recommended long term care insurance for my family and why it makes sense. Brandt is...

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