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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

Windes launches wealth management firm with Integrated Partners

Windes launches wealth management firm with Integrated Partners
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Long beachUnited statesJames cordovaMark mitamuraPaul saganeyIntegrated partnersOvisto wealth managementIntegrated partnerReserve investments

The Custodians Are Coming

Are your custodians eyeing your clients? ‘The margins are there,’ said one RIA CEO.

David armstrongHeather fortnerRick kentAlex gossPaul saganeyCharles schwabTd ameritradeEditorial strategy david armstrongIntegrated partnersNewedge wealth

Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor

Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor
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United statesAmy shroffTom warburtonLindsay mccoyPaul saganeyShelly schellStrategistjeff engelmanBusiness owner solutionsFamily officeInsurance solutions divisionMorgan stanleyIntegrated partnerManaging partnerFinancial strategistjeff engelmanGroup benefitsIntegrated insurance solutions division

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff
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United statesAllie zendrianTom warburtonPeter kaplanasPaul saganeyPeter kaplanJosh bensonRob sandrewCoyle companyOrion advisor technologyInsurance solutionsBusiness owner solutionsIntegrated insurance solutionsFamily officedivisionIntegrated partner founderChief executive