Integrated partners welcome Corey Wealth Partners and expand the footprint in Greater Boston

Integrated partner (“Integrated”)A national company for financial planning and registered investment advice (RIA), which serves assets of more than 21 billion US dollars as part of the advisory capacity (AUA), announced today, Corey Wealth Partners (“Corey wealth partners”)A Boston -based consulting team under the direction of the founder and managing director partner Jeff CoreyLike his youngest partner.

Corey Wealth Partners brings customer assets of almost $ 370 million and a strong focus on high-network values ​​and ultra-hub Net cubes. The team serves families by helping growth and protection of generations as well as sophisticated business owners and managers. The company is ready for growth through integrated advisor ecosystem, institutional investment platform and internal planning resources.

“The accession to integrated partners is a crucial moment for our team,” said Corey. “We have built up our reputation in terms of deep relationships and sophisticated plans. With the CPA network, the planning team and the optimized Integrated investment platform, we have now positioned ourselves to offer our customers an even higher service and at the same time scale the business efficiently.”

The other members of the Corey Wealth Partners team include:

Corey and his team have already been working closely with a CPA partner, and his team was attracted to Integrated's CPA Alliance programA unique CPA transfer and collaboration model that helps to provide advisors to integrated tax and financial planning services to complex customers. The team will also support the Financial Planning Department of Integrated in order to deepen its skills for customer owner customers.

“Jeff and his team illustrate the type of consultants who are committed to integrated, growth-oriented and deeply obliged customer results,” said Rob SandrewPresent Chief Growth Officer at Integrated. “Your strong basis for planning business owners, coupled with our CPA partnerships and our planning infrastructure, creates a natural orientation for long-term success.”

With the support of the administrative resources, the planning of expertise and the growth strategies of Integrated, Corey Wealth Partners is well positioned in order to expand the customer base with a high network value, to improve operational efficiency and further increase customer experience.

In 2025 alone, Integrated has already added around 2 billion US dollars to assets through new advisory relationships –Resty -Dna In January, Promotion of financial design In February, Albritton Financial Services In April and now Corey Wealth Partners.

Consulting companies that want to learn more about Integrated's suite of back office and organic growth solutions are encouraged to visit Integrated-partners.com.

About integrated partners

Integrated Partners have helped financial advisors to reach their entrepreneurial vision since 1996. We offer comprehensive business building services that were designed with the really independent consultant. With over 220 consultants, more than 200 CPAs and 116 regional offices in the USA. Integrated has built up our reputation consultant by the consultant, the customer, by the customer. We are built up and raised on the basis of authorization, integrity and trust. We believe in the incredible power that financial advisors have to have a positive effect on people's lives. Integrated supports consultants by offering a fully adjustable business environment for open architectures: technology, investment management, progress planning, CPA partner program, custody, marketing, public relations, M&A, successor planning and comprehensive business acquisition.

We believe in consultants. Let us prove it.

Investment advice that is offered by integrated partners, a registered investment consultant. *21.3 billion US dollars in assets as part of consulting assets of 15.6 billion US dollars on January 31, 2025.

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