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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

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

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
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