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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.

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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…

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Accounting Firm Windes Taps RIA Integrated Partners to Launch Wealth Unit

Accounting Firm Windes Taps RIA Integrated Partners to Launch Wealth Unit
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Windes launches wealth management firm with Integrated Partners

Windes launches wealth management firm with Integrated Partners
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Before the ball drops on 2023: Advisors' year-end list

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