A leading accounting firm in California is venturing into the wider world of wealth management as it joins forces with a multibillion-dollar RIA.
Integrated Partners, a national financial planning and registered investment advisory firm, has teamed up with Wright Ford Young & Co., the largest single-office CPA firm in Orange County to launch WFY Wealth Management.
The venture brings together the planning resources of Integrated, which has more than $12.7 billion in advisory assets, and Wright Ford Young’s expertise in audit, tax, trust and estate, and business consulting services.
For more than five decades, Wright Ford Young has been supporting Southern California's closely held companies, family enterprises, and private foundations.
WFY Wealth Management is the fruit of a collaborative effort between Jeff Myers, managing partner at WFY; Paul Saganey, founder and president of Integrated; and certified financial planner Brad Tedrick, who will serve as the wealth manager at WFY Wealth Management.
With nearly 30 years of experience in the financial services industry, Tedrick is well-equipped to advise on retirement income planning, investment management, and strategies for business growth and exit planning.
Along with Tedrick, Luke Schork, who's also a certified financial planner, will utilize Integrated’s suite of back-office services – including capabilities for retirement plan administration, solutions for business owners, and family office services – to enhance the client experience further.
“We're thrilled to introduce this new wealth management service to our clients at WFY,” Myers said. “With all our financial advisors dedicated to business owners or high-net-worth individuals in one place, we’re poised to elevate the quality and depth of our client service.”
“As the demand for comprehensive wealth and tax services continues to rise, WFY Wealth Management is poised to be the preferred destination for addressing these needs,” Saganey added.
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