$25B Integrated Partners Launches Division Focused on Business Owners
Yahoo Finance·2026-02-24 11:00

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Integrated Partners, a Boston-based registered investment advisor and office of supervisory jurisdiction of LPL Financial, has launched a private wealth division focused on guiding business owners through exit strategies. The new division will offer small business owners and their families financial planning, tax strategy, insurance and family office services, the firm announced Tuesday. Integr ...