Wright Ford Young & Co. is excited to introduce our new firm, WFY Wealth Management. We’ve partnered with Integrated Partners, a successful nationwide financial planning and registered investment advisory firm, to help lay the foundation for the introduction of WFY Wealth Management.
The collaboration begins with Jeff Myers, managing partner at WFY; Paul Saganey, CFP®, founder and president at Integrated Partners; Brad Tedrick, CFA®, CFP®,, the wealth manager at WFY Wealth Management, and Luke Schork, CFP®, joining Tedrick at WFY Wealth Management.
Brad Tedrick joins WFY Wealth Management with nearly three decades of expertise and knowledge in the financial services industry. With this role, Tedrick brings his extensive skillset in retirement income planning, investment management, and business owner growth and exit planning to WFY Wealth Management to help guide clients through their financial situations. Tedrick and Schork will provide a variety of financial services including flexible financial planning, family office services, and retirement plan administration.
With this collaboration, WFY Wealth Management strives to bring personalized solutions to various hurdles businesses and high net worth individuals face in this day and age. Finances become more complicated as wealth grows. WFY Wealth Management is dedicated to producing tailored services to focus around you and your business. We create and adapt our services to fit into our clients’ financial lives at every step from now and moving into the future – always making sure your needs and goals are at the forefront. By collaborating with Integrated Partners, WFY Wealth Management has a wide-range of resources to give you confidence in our services and guide you through any obstacles and questions you encounter.
For more information about WFY Wealth Management, visit https://www.wfywm.com/ or contact us here.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 200 advisors, 170+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
We believe in advisors. Let us prove it to you.
Wright Ford Young & Co. is headquartered in Irvine, CA and is the largest single office CPA firm in Orange County. WFY is a full service corporate accounting firm offering audit, tax, estate and trust, and business consulting services to closely held company and family business owners. More information about our Firm can be found at www.cpa-wfy.com