Orange County, California's largest single-office CPA firm has teamed up with Integrated Partners, a hybrid RIA overseeing more than $12.7 billion in assets, to launch a wealth management practice in Integrated Wealth Concepts Adv.
Named WFY Wealth Management, the new division will serve clients of Wright Ford Young & Co., a 50-year-old accounting firm that provides audit, tax, trust and wealth and business advisory services to closely held companies, family businesses and private. foundations in southern California.
Through the Integrated CPA Alliance program, Brad Tedrick, a certified public accountant and CFP, will serve as wealth manager for WFY, joined by Luke Schork, a registered sales assistant with LPL Financial and certified insurance agent . Both are with Tedrick's San Diego practice on the Integrated Platform, Vantedge.
Founded in 1996, Integrated Partners is wholly owned by CEO Paul Saganey. There are approximately 180 accounting firms in the CPA Alliance and more than 75 partner firms on the platform. The business model is based on providing resources and training advisors to take their practices to the next level. The CPA Alliance provides an ultra-affluent client pool that integrated advisors can tap into while giving CPA professionals the resources they need to address increasingly complex client needs.
“This strategic move is a direct response to the increasing complexity we are seeing, not only in the variety of wealth our clients are accumulating, but also in how they handle and manage it,” said the Managing Partner. of WFY, Jeff Myers. statement.
“With this collaboration, Wright, Ford & Young clients can now connect with experienced wealth advisors who are ready to collaborate and provide expert guidance, addressing the complexities of their lives and financial goals,” Saganey added. . “As the demand for comprehensive wealth and tax services continues to grow, WFY Wealth Management is poised to be the preferred destination for addressing these needs.”