New private wealth brand unifies business-owner planning, tax strategy and family office capabilities into a single, purpose-built platform

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has announced the launch of Integrated Private Wealth, a new private wealth brand purpose-built to guide business owners and their families through complex, high-stakes liquidity events and regret free transitions.

Led by Executive Director and Private Wealth Advisor, Homer Smith, Integrated Private Wealth brings together Integrated’s business-owner planning, advanced tax strategy, insurance and family office capabilities under one unified platform. The brand is designed exclusively to serve entrepreneurs navigating defining moments such as business sales, recapitalizations and post-liquidity life planning—before, during and long after a transaction.

Integrated Private Wealth is anchored by a clearly defined, three-stage process focused on helping business owners maximize value, minimize risk and taxes, and optimize life, legacy and capital stewardship following liquidity.

“Too often, business owners spend decades building something meaningful, only to experience fragmentation and uncertainty at the moment it matters most,” said Smith, executive director of Integrated Private Wealth. “This platform changes that experience. We coordinate decisions early, anticipate risks before they become problems, and guide our clients through transitions with clarity, confidence, and control.”

Unlike traditional wealth management models that engage after a transaction, Integrated Private Wealth is designed to lead well in advance of liquidity, aligning business strategy, personal planning and tax considerations early so outcomes are deliberate rather than reactive.

“Business-owner transitions are complex events with complex financial needs and can’t be solved in silos,” said Paul Saganey, founder and CEO of Integrated Partners. “They require coordination across tax, planning, investment strategy and risk management long before a deal is signed. Integrated Private Wealth reflects how we believe this work should be done: proactively, collaboratively and with the client’s full life in view.”

The launch of Integrated Private Wealth also establishes a new center of excellence within Integrated’s national platform. Integrated-affiliated advisors serving business owners will have the ability to collaborate with, or refer clients into, Integrated Private Wealth for specialized transition planning and execution.

Smith recently introduced the Integrated Private Wealth brand during a presentation to fellow business owners at Tony Robbins Platinum Partners event, reflecting growing demand among entrepreneurs for more intentional, integrated guidance around liquidity and life transitions.

Integrated Private Wealth will continue to expand its capabilities and team in the months ahead, with a focus on serving business owners navigating complex transitions and multi-generational wealth planning, learn more at integratedpw.com.

Advisory firms wishing to learn more about Integrated’s full suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.

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 220 advisors, 250+ 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.

Investment advice offered through Integrated Partners, a registered investment advisor. *$25 billion in assets under advisement inclusive of $18.9 billion in advisory assets as of 12/31/25.

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