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CPA Firm Windes Partners With Integrated to Launch Wealth Firm

California-based accounting firm Windes will leverage Integrated Partners’ platform to launch a new wealth practice.

United statesNewport beachJames cordovaPeter kaplanMark mitamuraJohn caltadoPaul saganeyMatt jarvisIntegrated partnersOvisto wealth managementReserve investmentsWindes managing partner james cordovaChief compliance officer john

An Accounting Firm Wanted to Get Into Wealth Management, so It Asked RIA Integrated Partners for Help

Integrated Partners, a large registered investment advisor based in Massachusetts, is stepping in to help a California accounting firm launch a fee-based…

United statesIntegrated partnersReaking news

Accounting Firm Windes Taps RIA Integrated Partners to Launch Wealth Unit

Accounting Firm Windes Taps RIA Integrated Partners to Launch Wealth Unit
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

United statesIntegrated partners

Windes launches wealth management firm with Integrated Partners

Windes launches wealth management firm with Integrated Partners
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

Long beachUnited statesJames cordovaMark mitamuraPaul saganeyIntegrated partnersOvisto wealth managementIntegrated partnerReserve investments

Before the ball drops on 2023: Advisors' year-end list

Before the ball drops on 2023: Advisors' year-end list
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United statesJason gerberNina lloydNicholas gertsemaRob schultzBrandon opreLaurie humphreyPeter salkinsBrett waltersCatherine valegaTom riemanEric amzalagShares corePeak financial planningIntegrated partnersOpus financial advisors