Long Beach, Calif.-based Windes and Integrated Partners, a financial planning and registered investment advisory firm, have announced a partnership to launch Ovisto Wealth Management.
Mark Mitamura, lead advisor at Ovisto, will manage the team, which 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.
Services include retirement planning, investment management, estate and legacy planning, risk management and business owner planning, all supported by Integrated Partners’ front- and back-office support services.
“This is a momentous occasion as we continue to innovate, building upon our offerings to support our clients’ ever-changing needs,” said Windes MP James Cordova. “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.”
Paul Saganey, founder and president at Integrated, said, “The partnership will enable Ovisto’s clients, who often have sophisticated and unique financial needs, to access highly skilled technical experts in advanced planning. These experts are adept at addressing and bridging the coordination gaps commonly encountered when managing complex financial situations.”