New Products

New Wealth Management House Launched

Editorial Staff November 30, 2023

New Wealth Management House Launched

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.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes