Integrated Partners (Integrated), a national financial planning and registered investment advisory (RIA) firm overseeing more than $12.7 billion in advisory assets, has announced a new partnership with Wright, Ford, Young & Co. (WFY), Orange County, Calif.'s largest single-office accounting firm. This collaboration paves the way for the introduction of WFY Wealth Management.
With more than 50 years of experience providing audit, tax, trust and estate as well as business consulting services, WFY has consistently stepped in to support closely held companies, family enterprises and private foundations in the very dynamic Southern California marketplace. The firm collaborates with individuals and business owners, providing strategic thinking and thoughtful advice to prevent year-end surprises.
The launch is the culmination of much discussion and collaboration between Jeff Myers, CPA, managing partner at WFY; Paul Saganey, CFP, founder and president at Integrated