Windes, a Top 100 Firm based in Long Beach, California, is teaming up with Integrated Partners, a financial planning and registered investment advisory firm, in a new wealth management firm.
The joint venture, known as Ovisto Wealth Management, will offer advisory, assurance and tax services along with financial planning and investment management. Ovisto’s business owner planning and risk management strategies will include extra help for clients who need more advanced planning and investment management offerings. Other services will include retirement planning, investment management, estate and legacy planning, risk management, and business owner planning, supported by Integrated Partners’ front- and back-office support services.
Ovisto will be overseen by Integrated’s founder and president, Paul Saganey, who has long worked with accounting and tax firms on offering financial planning and wealth management services. His firm, Integrated Partners, manages over $12.7 billion in advisory assets.
Courtesy of Windes
“The partnership will enable Ovisto’s clients, who often have sophisticated and unique financial needs, to access highly skilled technical experts in advanced planning,” Saganey said in a statement Thursday. “These experts are adept at addressing and bridging the coordination gaps commonly encountered when managing complex financial situations.”
Saganey has previously worked with Windes managing partner James Cordova through Integrated’s CPA Alliance program.
“This is a momentous occasion as we continue to innovate, building upon our offerings to support our clients’ ever-changing needs,” Cordova said in a statement. “Our forward-thinking approach is a source of immense pride, and by launching Ovisto, we reinforce our commitment to delivering services that are tailored to the unique planning requirements of our clients.”
Mark Mitamura, lead advisor at Ovisto and CEO of The Reserve Investments, will manage a team of financial advisors with over 50 years of combined industry experience. They will collaborate with tax and accounting specialists from Windes, providing support to sophisticated investors, retirees, affluent families, executives, business professionals, entrepreneurs and corporate retirement plans. “Through our thorough discovery process, we pinpoint opportunities to aid clients with complex financial matters, revealing possibilities that other advisors might miss,” he stated.
