$200M advisory team, formerly known as Hearthstone Wealth Management, joins Integrated from Ameriprise and is headed by Homer Smith and Dave Stuehling. The firm has chosen Fidelity as their custodian of choice and will be focusing on serving business owners and clients with complex financial planning requirements.
Source: Integrated Partners Welcomes Konvergent Wealth Partners; Opens Seattle, WA, and Bend, OR Offices