Media

Apr 16, 2026 9:08 AM Eastern Standard Time | Via Businesswire.com Integrated Partners continues to expand its capabilities to support the evolving needs of ultra-high-net-worth clients. That’s why we’re proud to welcome SIGIL Family Office, a newly launched firm built to deliver comprehensive, high-touch service to UHNW business owners and families—without the constraints of a […]

Apr 1, 2026 9:08 AM Eastern Standard Time | Via Businesswire.com Integrated Partners continues to attract growth-focused advisory teams seeking a more integrated path forward. That’s why we’re proud to welcome Brick by Brick Wealth Advisors (BXB), a $600 million firm known for its planning-first approach and commitment to delivering personalized financial guidance. Based in […]

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 […]