Integrated Partners Adds Michigan-based advisory teams
Investors - MAY 26, 2023

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Integrated Partners Adds Michigan-based advisory teams

by Released

Integrated Partners, a national, holistic financial planning and registered investment advisory firm, announced that Wealthcare Management Services (WMS) and JMB Financial Services Group — both located in Bloomfield, Mich. — as the latest affiliate partners to join the firm.

David Petoskey, president and owner of WMS, and Joshua Barron, president and owner at JMB, lead sizable teams of advisers who strive to deliver a high-touch, goal-driven client experience that marries planning and investing with outstanding personal service. JMB and Wealthcare’s upward growth trajectories and shared focus on exceptional service align with Integrated’s ethos.

“Dave, Josh and their teams have already been working with our managing director of investments, Stephen Kolano, to build a collaborative series of investment models and custom portfolios,” said Paul Saganey, founder and CEO of Integrated Partners. “Tapping into our business owner solutions and family office exper

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