In 2023, Integrated Partners added over $3 billion in assets. Paul Saganey, CEO and founder, has led the robust expansion and organic growth strategy.

He played a pivotal role in the firm’s growth – assets under advisement have increased to over $18 billion – by spearheading Integrated Partners’ first-ever acquisition of Laurel Wealth Advisors. Saganey directed the creation of the Integrated Insurance Solutions division, which has generated substantial cost savings for clients while contributing to the diversification of the firm’s service offerings.

This past year, Saganey has authored his second and third books, “Center Stage: How to Become the Star of Your Practice” and “Making Smart Decisions.”