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Our CEO and founder, Paul Saganey, believes that since our launch in 1996, the trust between advisor and client has remained the heartbeat of our firm. Regardless of tech enhancements and new tools, this is a relationship-first business and “the ability to sit across from someone and truly understand their goals, dreams, and fears” has […]

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 […]

Full Article on BusinessWire >> Industry powerhouses partner to offer investors an amalgamation of wealth services aimed at enhancing and guiding their financial lives November 30, 2023 09:08 AM Eastern Standard Time LONG BEACH, Calif.–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory […]

October 12, 2023 • By Dan Burrows View the Full Article  >> Headline inflation rose by more than economists were expecting last month, the September Consumer Price Index (CPI) showed Thursday, supporting the view that higher for longer interest rates will be necessary to bring inflation down to the Federal Reserve’s long-term target. Consumer prices rose […]