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Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey | kitces.com

February 3rd, 2022 | Podcasts

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We are excited to announce the launch of The Legacy Lounge, hosted by Homer Smith at Integrated Private Wealth
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Integrated Partners

200 Fifth Avenue
Suite 4010
Waltham, MA 02451

12555 High Bluff Drive
Suite 210
San Diego, CA 92130

Telephone: (781) 890-3045

Fax: (781) 890-5624

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial. InTouch Innovations and LPL Financial are separate entities. CRPC conferred by College for Financial Planning.

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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Disclosures: Firm ADV, CRS, Privacy Policy, Business Continuity Summary Plan

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