About Integrated Partners
Integrated Partners (Integrated), a Top 100 ranked Registered Investment Advisory (RIA) firm by Barron’s, provides a robust level of operational and back-office support including compliance oversight and administrative functions, financial planning, and wealth management services. WFY Wealth Management has established a strategic partnership with Integrated; a separate, independent entity that operates in a fiduciary capacity.
By outsourcing back-office services, it allows us to streamline our operations, integrate cutting-edge technology, and innovate as the industry changes. With this partnership, we can tap into Integrated’s vast resources including Advanced Planning, Business Owner Solutions, Family Office Services, and Retirement Plan Administration capabilities to enhance the overall client experience and better serve our clients’ evolving needs.
Integrated does not manufacture investment products or hold clients’ money. Clients’ money is held with our custodial partner, Charles Schwab.
About LPL
LPL is the nation’s largest independent broker-dealer*, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
About Charles Schwab
Schwab Advisor Services, a division of Charles Schwab & Co., Inc., acts as a qualified custodian offering trade clearing and custody services for our clients. Schwab has been providing these services to RIA firms for over 30 years.
About Fidelity
Fidelity Institutional®, a division of Fidelity Investments, acts as a qualified custodian offering trade clearing and custody services for our clients. Fidelity has been providing these services to RIA firms for over 20 years.