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Wright Ford Young & Co. Launches WFY Wealth Management in Partnership with Integrated Partners
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Subscribe04 APR 2024 / SERVICES UPDATES
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Wright Ford Young & Co., in collaboration with Integrated Partners, has launched WFY Wealth Management, a firm dedicated to providing personalized financial services to businesses and affluent individuals. The partnership aims to help clients confront financial challenges using adapted strategies and will offer services such as flexible financial planning, family office solutions, and retirement plan administration.
Wright Ford Young & Co. has introduced WFY Wealth Management, a new firm created in partnership with Integrated Partners, a nationwide financial planning and registered investment advisory firm. The collaboration enhances WFY’s ability to deliver personalized financial services to businesses and high-net-worth individuals.
The launch team includes Jeff Myers, managing partner at WFY; Paul Saganey, founder and president of Integrated Partners; wealth manager Brad Tedrick; and financial planner Luke Schork. Tedrick brings nearly 30 years of experience in retirement income planning, investment management, and business owner growth and exit planning. Together with Schork, he will offer services such as flexible financial planning, family office solutions, and retirement plan administration.
WFY Wealth Management aims to address the increasing complexity of financial needs as wealth grows, offering tailored strategies that adapt to clients’ goals and circumstances. By leveraging Integrated Partners’ extensive resources and nationwide network, the new firm is positioned to guide clients through evolving financial challenges with confidence and strategic insight.
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