Integrated Partners, a national financial planning and registered investment advisory (RIA) firm managing over $12.7 billion in advisory assets, announced a new partnership with Wright, Ford, Young & Co. (WFY), Orange County, California’s largest single-office accounting firm. This collaboration leads to the introduction of WFY Wealth Management.
With over 50 years of experience offering audit, tax, trust and estate, and business consulting services, WFY consistently supported closely held companies, family enterprises, and private foundations in the southern California marketplace. And the firm partners with individuals and business owners, providing strategic thinking and thoughtful advice to prevent year-end surprises.
This launch is the culmination of discussions between Jeff Myers, CPA, managing partner at WFY; Paul Saganey, CFP, founder and president at Integrated; and Brad Tedrick, CFA, CFP, who will assume the role of wealth manager at WFY Wealth Management. And this collaboration aims to forge an unparalleled client experience for WFY clients, addressing the growing complexity of their financial situations while offering a creative and tailored approach. This is achieved by tapping the vast experience gained from Integrated’s CPA Alliance program.
With nearly three decades of expertise in the financial services industry, Tedrick offers a wealth of relevant knowledge to his new role. And as a seasoned business owner, he provides specialized knowledge in retirement income planning, investment management, and business owner growth and exit planning. This expertise stands to benefit WFY clients. As a wealth manager, he will also work with the firm’s CPAs to offer a holistic view of clients’ financial situations.
Luke Schork, CFP, will join Tedrick. And together, they will avail themselves of Integrated’s comprehensive suite of back-office services, including Business Owner Solutions, Family Office Services, and Retirement Plan Administration capabilities. In doing so, they seek to enhance the overall client experience and better serve clients’ evolving needs.
Integrated’s Saganey was instrumental in championing the benefits of co-sourcing ventures like these – which is a commitment evident since the inception of the CPA Alliance. And he has long evangelized the role that CPAs could play in delivering an elite wealth management experience, enabling clients to address the evolving demands of their financial lives effectively.
KEY QUOTES:
“We’re thrilled to introduce this new wealth management service to our clients at WFY. With all our financial advisors dedicated to business owners or high-net-worth individuals in one place, we’re poised to elevate the quality and depth of our client service. This strategic move is a direct response to the growing complexity we’re witnessing, not just in the variety of wealth our clients are amassing but also with regards to the way they handle and manage it. We’re committed to ensuring that our clients have access to a comprehensive team of experts capable of addressing the multifaceted financial challenges they face.”
- Jeff Myers, CPA, managing partner at WFY
“As the demand for comprehensive wealth and tax services continues to rise, WFY Wealth Management is poised to be the preferred destination for addressing these needs. With this collaboration, Wright, Ford & Young clients can now connect with seasoned wealth advisors who are ready to collaborate and offer expert guidance, addressing the intricacies of their financial lives and goals.”
- Paul Saganey, CFP, founder and president at Integrated
