Feb 24, 2026 9:08 AM Eastern Standard Time | Via Businesswire.com Business transitions are among the most complex and important financial moments an entrepreneur will face. That’s why we launched Integrated Private Wealth: a firm purpose-built to guide business owners through sophisticated transactions before, during and long after the deal closes. As executive director, Homer […]
Jan 14, 2026 9:00 AM Eastern Standard Time| Via Businesswire.com Kansas firm chooses Integrated for ultra-high-net-worth support, advanced planning resources and CPA Alliance to serve increasingly complex clients BOSTON–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), announced that […]
Jan 7, 2026 9:08 AM Eastern Standard Time | Via Businesswire.com $233M advisory firm joins Integrated to scale high-net-worth capabilities through CPA Alliance and leverage collaborative infrastructure to support long-term growth BOSTON–(BUSINESS WIRE)–Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement […]
We are excited to announce the launch of The Legacy Lounge, hosted by Homer Smith at Integrated Private Wealth
Integrated Partners Launches Integrated Private Wealth to Guide Business Owners Through High-Stakes Transitions – via businesswire.com
Episode 62 – Investing with Intention & Personalization
Integrated Adds $300M Pisces Wealth as Recruiting Momentum Continues via businesswire.com
Fair Street Advisors Joins Integrated Partners to Expand High-Net-Worth Capabilities via businesswire.com