New Office

California-Based Wealth Management Firm Heads North With New Idaho Office

Anna Hallissey Reporter March 3, 2014

California-Based Wealth Management Firm Heads North With New Idaho Office

Integrated Wealth Management has spread its wings out of California with the launch of a new office in Meridian, ID.

Integrated Wealth Management has spread its wings out of California with the launch of a new office in Meridian, ID.

Its new location serves to further the firm’s wealth management and financial planning outreach to clients.

Headed by Integrated Wealth Management financial advisor Nick Cunnington, the office will specialize in retirement planning for individuals and business owners.

This marks the independent wealth management firm’s first move outside of its home state, California. Integrated Wealth Management represents individuals, business and non-profits.

 

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