Paul Saganey

CEO at Integrated Partners

Speaker

Founder & CEO at Integrated Partners | Building Tomorrow's Wealth Management Solutions. With over three decades in financial services, I've transformed my vision of modern wealth management into reality. As the founder of Integrated Partners, I lead a nationwide RIA featuring 220+ entrepreneurial advisors and groundbreaking partnerships with 200+ accounting firms through our innovative Integrated CPA Alliance Program. My journey through the financial services industry has given me unique insights into what makes advisory practices thrive. This comprehensive perspective drove me to establish Integrated Partners in 1996, pioneering a fee-based planning approach that puts relationships at the heart of wealth management. At Integrated Partners, we've developed cutting-edge solutions like the Lifetime Income Model, The Business Owner Solution and the Integrated Family Office, serving high-net-worth and ultra-high-net-worth families with elite services. Our success stems from a simple truth: building great practices requires exceptional people and seamless collaboration. One of my greatest passions is mentoring advisors, helping them unlock efficiencies and build the practices of their dreams. When I'm not coaching the next generation of financial leaders, you'll find me cheering on the Tennessee Titan's with my family—my wife Jamie and I are proud parents of Dan, the team's Vice President of Player Personnel, and blessed grandparents to three wonderful grandchildren.