Integrated Partners is an financial advisory firm that provides various business-building services.

Consumer Services

Finance

Professional Services

Integrated Partners

Integrated Partners' headquarters in Waltham, MA, United States

The Boston office focuses on strategic implementation and operations management to enhance onboarding and efficiency.

Boston

The San Diego office focuses on driving growth and managing client relationships in a dynamic business environment.

San Diego

Paul Saganey

Kristi Carlson

Ann L. Swartz

Ellen Smith

Richard E. Austin

William George

John C. Pastore

John G. Cataldo

Becca Zophin

Matt Ackermann

Rob Brown

The Leadership Team at Integrated Partners spearheads strategic decision-making and oversees the company's business-building services. Comprising roles such as Founder & President, Chief Financial Officer, and Chief Marketing Officer, the team ensures seamless alignment across operations, marketing, finance, business development, and client solutions, driving growth and market leadership for the firm.

Leadership Team

The Marketing & Business Development Team at Integrated Partners is responsible for driving the firm's growth by developing and executing strategic marketing campaigns, building brand awareness, and fostering client relationships. The team collaborates to create compelling marketing materials, analyze market trends, and identify new business opportunities, ensuring the continual expansion of Integrated Partners' client base and services.

Marketing & Business Development Team

The Operations Team at Integrated Partners ensures the seamless functioning of the advisory firm's business activities by managing advanced planning, compliance, and trading operations. They provide essential support in IT, trading analysis, and operations management to maintain efficiency and regulatory adherence.

Operations Team

The Finance and Accounting team at Integrated Partners manages the firm's financial health by overseeing budgeting, financial planning, and reporting. They also handle retirement plan designs, ensuring compliance with regulations and optimizing financial strategies for business growth.

Finance and Accounting

The Operations & Administrative team at Integrated Partners is responsible for ensuring seamless business functions and supporting executive leadership. They manage daily operations, oversee the implementation of business strategies, maintain office efficiency, and assist senior executives, including Paul Saganey, to optimize productivity and service delivery for financial advisory clients.

Operations & Administrative

The Advisory and Financial Planning team at Integrated Partners collaborates closely with clients to develop comprehensive financial strategies. They provide personalized financial planning, investment advice, and ongoing training to ensure clients achieve their financial goals.

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Integrated Partners

Org chart

Board & advisors

Teams

Leadership Team

Marketing & Business Development Team

Operations Team

Finance and Accounting

Operations & Administrative

Advisory and Financial Planning

Offices

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Integrated Partners

Org chart

Board & advisors

Teams

Leadership Team

Marketing & Business Development Team

Operations Team

Finance and Accounting

Operations & Administrative

Advisory and Financial Planning

Offices

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