What happens when leaders of a thriving wealth management firm and a forward-thinking accounting practice join forces? You get a powerhouse partnership that redefines how financial services are delivered.
In this episode our host, Matt Ackermann, chats with two trailblazers, Mark Mitamura of The Reserve Investments and Craig Ima of Windes (Accounting & Advisory Firm), who combined their expertise creating a fully integrated firm, Windes Wealth Management. By streamlining financial planning and investment management with tax strategy and accounting they deliver a seamless client experience.
They discuss
- The power in partnership: how growth opportunities were unlocked for both their firms and their clients
- How their collaboration was born and what makes it so unique
- The importance of relationship management
- Balancing working both in the business and on the business
- The deep impact teaming up had on client service
And so much more!!!
Whether you’re a solo advisor, a firm owner, or just dreaming of your next chapter, this episode offers practical insight and inspiration on what’s possible when you stop going it alone.
Connect With Mark Mitamura
Mark Mitamura
Windes Wealth Management
[email protected]
(949) 825-7171
LinkedIn: Mark Mitamura
Connect with Craig Ima
Craig Ima
Windes
[email protected]
LinkedIn: Craig Ima
About Our Guests:
Mark Mitamura
As Senior Wealth Advisor at Windes Wealth Management, Mark’s mission is to help his clients find financial confidence, working to coordinate many aspects of their financial life. He takes the time to get to know each client and build lasting relationships to help guide generations toward financial independence. Mark uses the same steady approach when helping business owners better position their personal and business finances, seeking to quiet the storm of uncertainty.
With almost 20 years of experience in the financial services industry, Mark takes a measured approach to give clients the confidence that someone professional is in their corner throughout the many financial stages in life. He specializes in simplifying complex concepts and explaining them in a way that is easy to understand and also apply. Backed by a team of dedicated and tenured professionals, Mark collaborates with the Windes Wealth Management team as well as experienced subject matter experts from coordinating and consulting to the delivery and implementation of financial plans.
Mark believes in the importance of providing customized strategies, therefore each client’s current financial situation, goals for the future and any challenges he or she may face in their pursuit of financial independence are properly considered. Mark applies this personalized attention as he offers guidance related to asset management, retirement planning, insurance planning, estate planning, tax planning and more.
Craig Ima
Craig joined Windes in 2008 and is the firm’s Chief Marketing & Development Officer. He has more than 30 years of marketing, business management, product, strategy, database, business development, and sales experience.
Craig has held extensive executive positions with top-notch small to large-sized companies in industries such as accounting, professional services, automotive, information marketing services, Internet, direct marketing, computers, electronics, software, and investment banking.
Craig’s focus in the firm is to develop and execute marketing and practice development strategies.
Connect With Matt Ackermann:
- [email protected]
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
