Accountants who want to offer wealth management services for clients can benefit from a knowledgeable partner, and thats what Paul Saganey, president of Integrated Financial Partners, hopes to provide.
Saganey, a Certified Financial Planner, has been targeting accounting firms to team up with his Waltham, Mass.-based firm, which offers wealth management and a variety of other financial advisory services. His firm has $4 billion in assets under advisement, he said during a visit to the Accounting Today offices on Tuesday. Currently IFP is working with approximately 140 accounting firms, primarily in New England and some in New York.
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