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 partners’ respective expertise in financial planning and investment advice, and accounting and advisory services.
The collaboration was established through Integrated’s CPA Alliance, which has been joining certified public accountants with financial advisors for more than 25 years.
“The partnership will enable Ovisto’s clients, who often have sophisticated and unique financial needs, to access highly skilled technical experts in advanced planning. These experts are adept at addressing and bridging the coordination gaps commonly encountered when managing complex financial situations,” said Integrated Partners CEO Paul Saganey said in a statement. “Clients desire and deserve comprehensive wealth and tax services. Ovisto will be a welcome home where clients can find experienced wealth advisors ready to collaborate and offer guidance on their financial journeys.”
Ovisto brings together a team of seasoned advisors with a total of more than half a century of experience, overseen by lead advisor Mark Mitamura. The advisors will work with Windes’ accountants to support sophisticated investors, retirees, affluent families, executives, business professionals, entrepreneurs and corporate retirement plans.
“This is a momentous occasion as we continue to innovate, building upon our offerings to support our clients’ ever-changing needs,” added James A. Cordova, managing partner at Windes. "Our forward-thinking approach is a source of immense pride, and by launching Ovisto, we reinforce our commitment to delivering services that are tailored to the unique planning requirements of our clients.”
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
