
Integrated Partners Adds $200M Wealth Management Firm
RIA Integrated Partners has added a Michigan-based wealth management firm, which oversees about $200 million in total client assets.
Lansing, Michigan-based Morrison Nordmann Wealth Management is led by president Matt Nordmann and managing director Scott Morrison. The team also includes business development manager Michael Sparkia and client services specialist Rose Gann.
Morrison Nordmann Wealth Management provides financial planning, investment management, and wealth management to high-net-worth clients.
“Integrated gives our team the structure and strategic insight to compete at a higher level,” Morrison said. “As we continue to work with more business owners and complex client situations, access to deeper planning capabilities and a coordinated support system will help us deliver the sophistication our clients expect.”
Integrated Partners’ latest addition marks the second Michigan-based firm to join the firm this year, following Traverse City, MI-based Prout Financial Design in May. Prout Financial Design manages about $331 million in assets under management.
In May, Integrated Partners added Boston-based Corey Wealth Partners, which oversees about $370 million in total client assets.
Boston-based Integrated Partners manages $23.8 billion in assets under advisement and serves over 220 advisors across 116 offices, the firm said.
Pictured: Morrison Nordmann Wealth Management