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Integrated Partners launches Orange County accounting firm’s wealth shop.

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Integrated Partners helps Orange County accounting firm launch wealth shop

TLDR:

Integrated Partners has partnered with Wright Ford Young & Co. to launch WFY Wealth Management, led by managing partner Jeff Myers. This new wealth management shop will be based in Orange County, Calif. and will report to the Securities and Exchange Commission on Integrated’s Form ADV.

Key Points:

  • Integrated Partners has expanded to the west with the launch of WFY Wealth Management in Orange County, Calif.
  • WFY Wealth Management is a result of a partnership between Integrated and Wright Ford Young & Co., the largest single-office accounting firm in Orange County.

Massachusetts-based Integrated Partners has set its sights on the West Coast with the launch of WFY Wealth Management in Orange County, California. This venture is the result of a collaboration between Integrated Partners and Wright Ford Young & Co., the largest single-office accounting firm in the region.

Jeff Myers, the managing partner at WFY Wealth Management, has been with Wright Ford Young & Co. since 2007 and will be leading the practice. The new wealth management shop will operate under Integrated’s Form ADV and utilize the RIA platform’s back-office support services.

This partnership marks a strategic move for Integrated Partners as they continue to expand their presence geographically. By partnering with a reputable accounting firm in Orange County, they are able to leverage their expertise and resources to establish a new wealth management offering in the region.

Overall, the collaboration between Integrated Partners and Wright Ford Young & Co. to launch WFY Wealth Management signifies a significant milestone in Integrated’s expansion efforts and highlights the importance of strategic partnerships in the financial services industry.


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