BOSTON--(BUSINESS WIRE)--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm today announced a strategic partnership with industry-leading estate planning platform wealth.com. This integration bolsters an already robust technology offering, equipping Integrated’s advisors with access to next-gen estate planning tools and allowing for an even more holistic view of clients’ increasingly complex financial lives.
Integrated recognizes the critical importance of comprehensive estate and succession planning, particularly in light of the estimated $84.4 trillion in assets that’s projected to transfer to the next generation by 2045. The firm is dedicated to providing holistic solutions to address the growing complexity of clients' financial lives. This commitment is evident in the success of Integrated’s CPA Alliance program, fostering relationships between certified public accountants (CPAs) and advisory firms. Recently, Integrated has expanded advisor access to specialized services through strategic partnerships, new hires and innovative technology implementation.
“We aim to empower our advisors to quarterback their clients' financial lives. To do this, we provide access to a diverse array of specialists, from family office experts serving ultra-high-net-worth individuals to insurance and business owners specialists,” said Andree Mohr, president at Integrated Partners. “Clients are increasingly looking for services that offer additional value. This strategic partnership is set to enhance our advisors' ability to satisfy these evolving expectations with access to estate planning, backed by a network of estate planning attorneys.”
Wealth.com enhances the estate planning capabilities of partner firms through scalable onboarding guided plan creation, elegant visualizations and proactive insights. The platform boasts a design that is both intuitive and user-friendly, ensuring it is easily navigable by advisors and their clients, irrespective of their level of technological expertise. Integrated's advisors can now leverage this one-stop platform for clients’ estate planning needs. wealth.com drives efficiency in crafting simple wills and complex advanced directives alike by summarizing existing documents, visually mapping complex plans for ultra-high net worth clients and by crafting core documents like revocable trusts and advanced directives.
“The team at Integrated Partners is consistently delivering innovative solutions to its clients,” added Tim White, co-founder and chief partnership officer at wealth.com. “Wealth.com is proud to bolster these efforts, ensuring that its ultra-high-net-worth, high-net-worth and mass affluent clients receive comprehensive and tailored estate planning services at every step of their financial journey.”
Advisory firms wishing to learn more about Integrated’s suite of back office and organic growth solutions are encouraged to visit integrated-partners.com.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 212 advisors, 190+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
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Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners does not provide legal or tax advice or services. Please consult a qualified legal or tax advisor regarding your specific situation.
About wealth.com
Wealth.com is the industry’s leading estate planning platform. It empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys designed and maintain the platform daily to deliver the legal rigor and quality that is expected from top firms. All easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.
