Strategy

Wealth Management Group Rebrands As Integrated

Editorial Staff, May 2, 2019

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The firm recently announced the launch of a family office operation.

US financial planning and registered investment advisory business Integrated Partners is simplifying its brand to “Integrated”.  

Regional advisory firms operating under the former “Integrated Financial Partners” brand may continue to do so, or choose to update their brand representation to align with the new design. Independently branded advisory firms will be offered the option to add “An Integrated Partner” beneath their logos, the firm said in a statement yesterday. 

Other business services aligning under the brand adjustment are Integrated Family Office; Integrated Business Alliance; Integrated Financial Partners (the RIA, formerly Integrated Wealth Concepts) and Integrated Professional Partners (formerly the Professional Partners Program, for CPA affiliates).

“Certainly, finance is a big part of our focus here, but we’ve evolved to bring even more to the table for the truly entrepreneurial, independent firm. Integrated is a word I’ve always loved, and it deserves to be put on a pedestal as pertains to our identity,” Paul Saganey, president and founder of Integrated, said. The firm was founded in 1996.

The firm recently announced the launch of a family office operation.

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