National registered investment advisor Integrated Partners and California corporate accounting firm Wright, Ford, Young & Co. have announced a strategic partnership that will culminate in the creation of an enterprise known as WFY Wealth Management.
The new firm will focus on serving the business and personal financial planning needs of affluent clients, according to the announcement, leaning on Integrated Partners' technology and advisory expertise alongside WFY's more than 50 years of experience providing audit, tax, trust and estate services.
Historically, WFY has focused on supporting closely held companies, family enterprises and private foundations in Southern California. The new collaboration aims to forge an "unparalleled client experience" for WFY clients, tackling the growing complexity of their financial situations while offering a creative and tailored approach, the two firms say.
The launch of WFY Wealth Management is the culmination of discussion and collaboration between Jeff Myers, managing partner at WFY; Paul Saganey, founder and president at Integrated Partners; and Brad Tedrick, who will assume the role of wealth manager at WFY Wealth Management.
