National financial planning and RIA firm Integrated Partners says 2023 has been a milestone year in which it added $3 billion in assets to bring its total assets under administration to $15.5 billion.
The Boston-headquartered firm’s growth was spearheaded by its first acquisition, of $2.25 billion Laurel Wealth Advisors, and by enticing Wealthcare Management Services, JMB Financial Services Group, and PRISM Financial Services to its platform.
"This past year has been transformational. We continue to attract interest from planning-focused, entrepreneurial advisors and teams who are looking to gain more control over their own futures,” said Rob Sandrew, Integrated’s chief growth officer. “The size, intricacy and scope of the advisors interested in the Integrated model continue to grow, and we’re looking forward to adding more high-performing teams in the coming year.”
Its ambitious attitude also saw the firm team up with leading accountancy firm Windes to launch Ovisto Wealth Management, offering a holistic wealth management and financial planning service backed up by Integrated’s platform providing front- and back-office functions.
The firm also launched an insurance division, Integrated Insurance Solutions, to help advisors address the complex insurance needs of high-net-worth clients, led by Peter Kaplan, who joined as senior vice president after having previously been with First American Insurance Underwriters.
“Reflecting on another extraordinary year, I am immensely proud of our team’s efforts to help advisors and their clients navigate the ever-increasing complexity of their financial lives,” said Paul Saganey, founder and president at Integrated. “Servicing this growing network of advisors would not be possible without the all-star team we have assembled, and it just keeps getting better.”
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