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Windes launches Ovisto with Integrated Partners

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

United statesFort lauderdaleBrian lauzonWhitney masseyDavid choiJack oujoMark mitamuraAllison rozellRupa pereiraJames cordovaPaul saganeyHerbers companyCalifornia based windesMassachusetts based integrated partnersWealth managementIntegrated wealth

Windes launches Ovisto with Integrated Partners

Windes launches Ovisto 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.

United statesFort lauderdalePaul saganeyWhitney masseyJames cordovaRupa pereiraMark mitamuraDavid choiJack oujoBrian lauzonAllison rozellHerbers companyCalifornia based windesMassachusetts based integrated partnersWealth managementIntegrated wealth

Powerhouses team up to launch holistic wealth management firm

Powerhouses team up to launch holistic wealth management firm
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United statesPaul saganeyMark mitamuraJamesa cordovaIntegrated partnersOvisto wealth management

Windes launches wealth management firm with Integrated Partners

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

Long beachUnited statesMark mitamuraJames cordovaPaul saganeyIntegrated partnersWealth managementIntegrated partnerReserve investments

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