From Yahoo Finance: 2025-05-28 06:37:00

Integrated Partners, managing $21bn in assets, added Corey Wealth Partners, bringing $370m in client assets. The Boston-based team focuses on high-net-worth individuals, business owners, and executives, aiming to grow and protect generational wealth. The integration is expected to enhance services and facilitate further growth for the firm.

Corey Wealth Partners, led by Jeff Corey, includes Lincoln Hurney, Masiel Yarbrough, Danielle Hansen, Adam Marcellus, and Yolanda Fox. The team collaborates with a CPA partner and plans to utilize Integrated’s financial planning division to enhance services for business-owner clients.

Integrated Partners secures $2bn in assets from new advisory relationships, including Retirement DNA, Prout Financial Design, Albritton Financial Services, and Corey Wealth Partners. The firm also formed a strategic partnership with Carefull, a financial safety platform for older adults, to address fraud and identity theft affecting aging clients.

Read more: Integrated Partners extends Greater Boston presence with six-member team