The wind blows the strongest

at the top of the mountain

We’re here to support you. We’re here to make your life easier.

At Integrated Family Office, we focus on the human side of planning and investing to make a meaningful difference in your life. Our deep bench of industry leading specialists will work on your behalf to prioritize your goals, values, and mission.

Our team has done it all. From connecting an award-winning dollhouse architect with an ultra-wealthy family to design and oversee the construction of a birthday present for a 6-year-old to helping extract an ultra-wealthy family member from a natural disaster zone. There are no limits to the expertise Integrated Family Office is here to deliver.

We are in your corner, ready to pivot should family, political or tax changes arise. Our relentless focus and deliberate conversations regarding your family’s vision will lead to continuous evolution.

Your Team

Paul Saganey, CFP®

Executive Director

Homer S. Smith IV

Managing Director

Steve Kolano, CFA

Chief Investment Officer

Rich Austin, JD*, LLM, CIMA, CEPA

Director

Russ Gorman, CBEC®, CFA®, CFP®, EA

Business Growth Consultant

William Beaudoin, CFS, CBEC®

Advanced Planning

Derek Chesley

Advanced Planning Specialist

Greg Freeman

Advanced Planning Specialist

Andree Mohr

Director, Support

Eric Daniel

Wealth Advisor

Mary Wotherspoon

Client Service Manager

JD Gardner, CFA

Portfolio Manager

John Luke Tyner, CFA

Portfolio Manager

Brad Rapking, CFA

Portfolio Manager & Equity Analyst

Pin It on Pinterest