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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 States , Newport Beach , James Cordova , Peter Kaplan , Mark Mitamura , John Caltado , Paul Saganey , Matt Jarvis , Integrated Partners , Ovisto Wealth Management , Reserve Investments , Windes Managing Partner James Cordova , Chief Compliance Officer John ,

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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Long Beach , United States , James Cordova , Mark Mitamura , Paul Saganey , Integrated Partners , Ovisto Wealth Management , Integrated Partner , Reserve Investments ,

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

Before the ball drops on 2023: Advisors' year-end list
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United States , Jason Gerber , Nina Lloyd , Nicholas Gertsema , Rob Schultz , Brandon Opre , Laurie Humphrey , Peter Salkins , Brett Walters , Catherine Valega , Tom Rieman , Eric Amzalag , Shares Core , Peak Financial Planning , Integrated Partners , Opus Financial Advisors , Green Bee Advisory , Granite Financial , Gertsema Wealth , Prime Capital Investment Advisor Little Rock , Middle East , Practice Intel ,