The largest single-office CPA firm in California’s Orange County has teamed up with Integrated Partners, a hybrid RIA overseeing more than $12.7 billion in assets, to launch an affiliated wealth management practice on the Integrated Wealth Concepts ADV.
Dubbed WFY Wealth Management, the new division will serve the clients of Wright Ford Young & Co., a 50-year-old accounting firm providing audit, tax, trust and estate and business consulting services for closely-held companies, family enterprises and private foundations in southern California.
Through Integrated’s CPA Alliance program, Brad Tedrick, a certified accountant and CFP, will act as a 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.
Established in 1996, Integrated Partners is wholly owned by CEO Paul Saganey. There are around 180 accounting firms in the CPA Alliance and more than 75 partner firms on the platform. The business model is predicated on providing the resources and training advisors need to take their practices to the next level. The CPA Alliance offers a captive pool of ultra-wealthy clients 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 growing complexity we're witnessing, not just in the variety of wealth our clients are amassing but also with regards to the way they handle and manage it,” WFY Managing Partner Jeff Myers said in a statement.
“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,” added Saganey. "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.”