New wealth management offering to be led by Kris Lindley, CFP
The partnership is the latest union of financial specialists to launch under the Integrated CPA Alliance™
Source: Integrated Partners and Duffy Kruspodin, LLP Align to Create DK Wealth Management, LLC
— Integrated Partners. Independent Financial Advisor, Independent Financial Management Companies, Independent Financial Advisor Resources, CPA Financial Advisor, Independent Financial Consultant, Asset Management, Financial Planning, Money Management, Wealth Management