Industry powerhouses team up to launch holistic wealth management firm

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.
NOV 30, 2023

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.” 

EXPERIENCED ADVISORS

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.” 

Direct indexing, ETFs and target-date funds on the rise, Schwab strategist says

Latest News

Farther adds $120M firm with science-backed approach to wealth management
Farther adds $120M firm with science-backed approach to wealth management

The latest addition to the tech-driven firm combines wellness and finances.

Cutting back on fun: a third of Americans plan to reduce spending on vices
Cutting back on fun: a third of Americans plan to reduce spending on vices

Your clients are likely to be spending on vices, depending on their generation.

Gold continues to shine, but will jobs data change that?
Gold continues to shine, but will jobs data change that?

Traders are awaiting the latest snapshot of US economic strength.

Veritas could be about to snap up one of Wall Street’s oldest names
Veritas could be about to snap up one of Wall Street’s oldest names

Private equity firm reportedly in talks to make an acquisition.

Trump wants to scrap one of private equities' tax breaks, again
Trump wants to scrap one of private equities' tax breaks, again

Exemption enjoyed by PE and VC firms was under fire in his first term too.

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.