Integrated Partners Helps Affiliate Nearly Double Assets Under Management via Strategic Acquisition
Summary
BOSTON--(BUSINESS WIRE)--Integrated Partners, a national financial planning and registered investment advisory firm, today announced that Integrated Financial Partners -- one of its affiliates, led by Leal Deddens and Shawn Wilson -- has acquired Wagner Resources Group, nearly doubling its assets via a quick and seamless transition. “This is a service we were pleased to provide Integrated Financial Partners and it’s rewarding to know that their clients barely even noticed from a technical standpoint that this transaction took place. 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. Integrated Partners, The Reserve Investments, and The Vedder Group are separate entities from LPL Financial.