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WHO WE WORK WITH

OUR FIRM HAS A SINGULAR FOCUS - OUR CLIENTS' WELL-BEING.

 

Whether you are a physician, executive, start-up employee or business owner... you have financial complexities in your life. We can help you capitalize on sophisticated, elegant financial strategies to help you efficiently pursue long-term financial success.

High Net Worth Individuals and Families
High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way.


Business Owners
What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.


Retirees
Retirement means something different for everyone – lets us help you define yours, and confidently pursue it.


Pre-retirees
It’s never too early to plan for retirement, and to design what it looks like for you and your family. Let our experienced team provide their perspective.

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.

LPL Financial and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, GA, IL, IN, ME, MD, MA, MN, NH, NJ, NY, OH, PA, RI, TX, VT, VA

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

Contact

Integrated Financial Partners​

Office: 781-373-4403

Fax: 617-219-9868

200 Fifth Avenue, Suite 4010

Waltham, MA 02451

Cassidy.King@IFPadvisor.com

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