Two firms are joining forces to launch a new wealth management business.
Integrated Partners, the US RIA firm with mover $12.7 billion of assets, and Californian accounting and advisory firm Windes have joined forces to launch Ovisto™ Wealth Management.
Ovisto provides services including retirement planning, investment management, estate and legacy planning, risk management, and business owner planning, the firms said in a statement.
James A Cordova, managing partner at Windes; Paul Saganey, founder and president at Integrated; and Mark Mitamura, lead advisor at Ovisto, have collaborated on the project.
“The partnership will enable Ovisto’s clients, who often have sophisticated and unique financial needs, to access highly skilled technical experts in advanced planning,” Saganey said.
Mitamura will manage the advisor team.
Integrated Partners, founded in 1996, has more than 200 advisors and operates across the US.