Welcome to Integrated Wealth Management
Integrated Wealth Management (IWM) was formed in 2001 by Brent S. Pine, Managing Director, Partner & Wealth Advisor, CPA, CFP®, a three-time Five Star Wealth Manager recipient, as seen in Phoenix Magazine. IWM operated as an Arizona-based, independent Registered Investment Advisor (RIA) for over two decades. In 2021, IWM teamed with Carson Partners to leverage Carson Partners’ robust technology, investment management and advanced planning services. IWM’s shared goal with Carson Partners is to make the complex simple in financial services and to provide a “Best in Class” experience for its clients.
IWM believes growing and protecting wealth for a secure retirement involves three key elements:
- Developing a Financial Life Plan for each client reflecting your unique circumstances, and then monitoring progress toward your goals.
- Building a diversified investment portfolio including both strategic and actively-managed components designed to meet your goals while seeking to provide downside protection. Portfolios are stress-tested to assess how they will potentially perform under adverse conditions based on historical data.
- Surrounding our clients with a team of professionals who have unique and deep subject matter knowledge in tax and estate planning, as well as retirement income management
Financial Life Plan
Based on an in-depth discovery of your needs, IWM develops your unique Prosperity Plan which is monitored and reviewed with you and modified, as life changes occur. Through our advanced planning division and through a network of highly skilled professional firms we cover a multitude of disciplines:
- Investment Management
- Estate Planning
- Tax Consulting in coordination with your current tax professional
- Commercial Liability and Personal Insurance Services
- Corporate Trust Services
- Comprehensive Strategies for Business Owners
The Five Star Wealth Manager award awarded to Brent Pine: 2016 through 2018, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.