Family Wealth Report Editorial Staff – October 8, 2021 – Integrated Wealth Management, a registered investment advisor based in Scottsdale, Arizona, has joined Carson Partners, adding to a number of firms partnering with the organization.
IWM, which oversees $370 million of assets, is led by Brent S Pine, managing director, partner and wealth advisor.
“Brent Pine is building a multi-generational business and is looking to do more for his clients than ever before,” Ron Carson said. “By joining Carson Partners, he and his team will have access to the latest technology and a wide range of resources. We’re excited to have another partner in Scottsdale and look forward to working with Brent, his son Luke, his daughter Torrey, his long-term associate, Mark Jones and the rest of the IWM team.”
The business was founded by Pine, a 30-year veteran of the sector, in 2002. Pine began his career as a CPA in the tax division of Deloitte & Touche before becoming a Certified Financial Planner™ and launching his own firm. He has lectured on tax and financial planning topics to companies such as APS, AT&T, Boeing, Medtronics, and Motorola, also teaching courses on these topics throughout the Maricopa Community College system. Brent holds a BS in marketing and a masters in taxation from Arizona State University.
IWM still retains its independent ownership with Brent Pine and his team fully empowered to make all business and operational decisions.
Another story featuring Scottsdale’s wealth sector broke this week – Beacon Pointe Advisors, bought Stonegate Capital Advisors, a local firm.
In July, private equity house Bain Capital made a strategic investment into Carson Group, the US organization providing services including wealth management. Bain’s move valued Carson Group at more than $1.0 billion.