The new WFY Wealth Management emerged after discussions between WFY managing partner Jeff Myers, Integrated Partners president Paul Saganey, and Brad Tedrick, who will lead WFY Wealth Management. Joining him will be another certified financial planner, Luke Schork.
“As the demand for comprehensive wealth and tax services continues to rise, WFY Wealth Management is poised to be the preferred destination for addressing these needs,” Saganey said in a statement. “With this collaboration, Wright Ford & Young clients can now connect with seasoned wealth advisors who are ready to collaborate and offer expert guidance, addressing the intricacies of their financial lives and goals.”
To learn more, read here from Michael Cohn for Accounting Today: https://www.accountingtoday.com/news/accounting-firms-make-wealth-management-deals