Industry powerhouses team up to launch holistic wealth management firm
New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.
Integrated Partners, a $12.7 billion national registered investment advisor, has linked up with California-based accounting and advisory firm Windes to launch a new wealth management business.
The new entity, Ovisto Wealth Management, is an RIA with a holistic approach that combines the two partn
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