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 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.”