Industry powerhouses partner to offer investors an amalgamation of wealth services aimed at enhancing and guiding their financial lives
November 30, 2023 09:08 AM Eastern Standard Time–LONG BEACH, Calif.–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory assets, and Windes, Inc., (“Windes”), a premier Californian accounting and advisory firm, have announced a partnership to launch Ovisto™ Wealth Management (“Ovisto”).
The new entity enters the wealth management market offering a holistic suite of financial planning and wealth management services. These include retirement planning, investment management, estate and legacy planning, risk management, and business owner planning, all supported by Integrated Partners’ front- and back-office support services.
James A. Cordova, managing partner at Windes; Paul Saganey, CFP®, founder and president at Integrated; and Mark Mitamura, lead advisor at Ovisto, have collaborated through Integrated’s long-tenured CPA Alliance program to create a truly unique client experience.
“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 Saganey. “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.”
Mitamura will be directly responsible for managing a seasoned team of financial advisors with more than 50 years of combined industry experience. This team will collaborate with tax and accounting specialists from Windes, providing support to sophisticated investors, retirees, affluent families, executives, business professionals, entrepreneurs and corporate retirement plans. Mitamura expressed confidence that Ovisto’s comprehensive client onboarding process will deliver significant value for clients, stating, “Through our thorough discovery process, we pinpoint opportunities to aid clients with complex financial matters, revealing possibilities that other advisors might miss.”
Ovisto will combine cutting-edge advisory, assurance and tax services with advanced planning and investment management experience, aimed at empowering clients to pursue their most ambitious financial goals. Ovisto’s Business Owner Planning and Risk Management Strategies will provide added resources for clients who require advanced planning and investment management offerings.
“This is a momentous occasion as we continue to innovate, building upon our offerings to support our clients’ ever-changing needs,” added Cordova. “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.”
For more information, visit OvistoWealthManagement.com.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 200 advisors, 170+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
About Windes, Inc.
Windes is a leading advisory, audit, and tax firm for growth-oriented small and mid-sized privately held companies, nonprofit organizations, and high-net-worth individuals. Our approach uses tailored expertise to proactively inform decision-making to maximize our clients’ business potential. For more information on how we can be your trusted advisor, visit us at www.windes.com.
About Ovisto™ Wealth Management
Ovisto™ Wealth Management offers comprehensive financial planning and wealth management services focused on retirement planning, asset allocation strategies, estate and legacy planning, risk management strategies, and business owner planning. With a dedicated team of tenured and credentialed wealth management experts who specialize in navigating the complexities of wealth preservation, growth, and legacy planning.
Investment advice offered through Integrated Partners, doing business as Ovisto™ Wealth Management LLC, a registered investment advisor.