Integrated Partners, a US RIA overseeing more than $12.7 billion in advisory assets, has partnered with Wright, Ford, Young & Co of Orange County, California.
This collaboration paves the way for the introduction of WFY Wealth Management, Integrated said in a statement.
WFY, which has a history stretching back more than 50 years, provides audit, tax, trust and estate, as well as business consulting services..
Under the new arrangement, Brad Tedrick will assume the role of wealth manager at WFY Wealth Management. He is the owner of Vantedge Wealth Management, according to his Linkedin profile.
Brad Tedrick
The new collaboration stems from talks between Jeff Myers , managing partner at WFY, Paul Saganey , founder and president at Integrated, and Tedrick.
Jeff Myers
Paul Sagany
Joining Tedrick is Luke Schork. They will use Integrated’s back-office services, including business owner solutions, family office services and retirement plan administration capabilities.
"As the demand for comprehensive wealth and tax services continues to rise, WFY Wealth Management is poised to be the preferred destination for addressing these needs,” Saganey said. “With this collaboration, Wright, Ford & Young clients can now connect with seasoned wealth advisors who are ready to collaborate and offer expert guidance, addressing the intricacies of their financial lives and goals."
Founded in the mid-1980s, Integrated Partners has more than 200 advisors, 170-plus CPAs and 116 regional offices across the US.
Wright Ford Young & Co is headquartered in Irvine, California.