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Integrated Partners reports milestone year with $3B in assets added in 2023

Integrated Partners reports milestone year with $3B in assets added in 2023
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 statesPeter kaplanPaul saganeyRob sandrewFinancial services groupFinancial servicesWealthcare management servicesInsurance solutionsIntegrated partnersLaurel wealth advisorsServices groupOvisto wealth managementIntegrated insurance solutionsFirst american insurance

Windes launches Ovisto with Integrated Partners

Windes launches Ovisto with Integrated Partners
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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
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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
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United statesPaul saganeyMark mitamuraJamesa cordovaIntegrated partnersOvisto wealth management

Windes launches wealth management firm with Integrated Partners

Windes launches wealth management firm with Integrated Partners
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Long beachUnited statesMark mitamuraJames cordovaPaul saganeyIntegrated partnersWealth managementIntegrated partnerReserve investments