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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 […]

October 9, 2023 • By Jeff Benjamin View the Full Article  >> As Israel goes on the offensive against the Gaza-based militant group Hamas in a fast-escalating conflict, the financial markets opened Monday with a relative sense of calm. While oil and gold prices were predictably up slightly in midday trading, the equity markets had recovered opening losses to reach a […]

October 2, 2023 • By Russ Alan Prince View the Full Article  >> The family office model has become well-recognized by wealthy individuals and families as the preferred way to address their financial lives. In a 2018 study of 264 wealthy individuals, nearly three-quarters reported wanting the same advantages single-family offices can provide the super-rich. […]

September 15, 2023 • By Barron’s View the Full List  >> Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a comprehensive survey about their practice. We verify that data and apply […]