The Integrated Difference
As the needs of affluent and ultra-high-net-worth families continue to become more sophisticated, the highest level of advisory service must extend beyond traditional wealth management. It requires a coordinated, family office-style approach, one that brings together investment strategy, estate and legacy planning, tax efficiency, risk management, business succession, and philanthropy with discretion, precision, and continuity.
Through Integrated Partners, a 2023, 2024, and 2025 Barron’s Top 100 Registered Investment Advisory firm, you benefit from an expanded platform delivering the white-glove experience, depth of expertise, and collaborative support that complex wealth increasingly requires.
Andrea serves as your primary planning contact while an expanded team of credentialed specialists including CFPs, CFAs, JDs, and LLMs, to deliver a more comprehensive and coordinated planning experience across the full spectrum of family wealth issues.
Our Four-Step Process
01
DEFINE
Understanding your full financial picture, goals, values, and generational intentions before any strategy is built.
02
COORDINATE
Bringing together the right specialists including attorneys, CPAs, and advisors in a unified, proactive plan.
03
EXECUTE
Implementing strategies with precision, tracking progress, and communicating clearly at every step.
04
EVOLVE
Adapting your plan as life, tax law, and family circumstances change, always with your legacy in mind.
Individual results will vary. The process above reflects our general client service approach and does not represent a guarantee of outcomes. Past performance is not indicative of future results.