The recently established Integrated Family Office, as well as the long-standing CPA program (Integrated Professional Partners) were two value-adds for clients that Commeret could not find elsewhere, and key factors in his decision.
BOSTON (PRWEB) May 08, 2019
Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Jeremy Commeret, CEO of Hermes Wealth Strategies, has chosen Integrated as the preferred partner with whom to join forces, to fuel the growth of his business. Hermes focuses on bespoke financial planning, estate planning and wealth management for the region’s high-net-worth farmers, business owners and doctors. Commeret and his team, located in Visalia, CA, become the thirty-seventh regional office at Integrated, and he is the one hundred and twenty-ninth advisor to call the firm home since it was founded in 1996.
“It was important to me to find a long-term home that would inspire, challenge and most importantly, support me and my clients,” said Commeret, president, Hermes Wealth Strategies. “The additional financial, tax and estate planning power that Integrated can provide to my team was what convinced me to join the team.”
Keen to do the most thorough due diligence possible on the group he was joining, Commeret challenged the team at Integrated, requesting an advanced plan be drafted based on his own financials. Only after he was satisfied that Integrated had the skill set, experience and deep understanding required to impress a veteran financial advisor, would he consider partnering with such a group on behalf of his clients.
The recently established Integrated Family Office, as well as the long-standing CPA program (Professional Partners Program) were two value-adds for clients that Commeret could not find elsewhere, and key factors in his decision.
Commeret and his team oversee approximately $170M in advisory and brokerage assets through LPL Financial and Charles Schwab Institutional as of April 25, 2019. Hailing originally from France, Commeret studied at Brighton University in the United Kingdom, earning his Bachelor’s degree in International Accounting and Finance. He followed this up with a Master’s in International Banking and Financial Studies at Southampton University, in 2000. After moving to the United States, and initially working in the telecommunications industry as senior financial analyst working on business development and mergers & acquisition., it was not long before he discovered his true calling – advising clients with regard to their finances and helping them plan properly with the goal of growing and protecting their hard-earned wealth.
“It is fitting that Jeremy advises clients in California’s Central Valley, home to an abundance of rich farmland, because while they focus on growing their crops, he focuses on growing their wealth, and we focus on helping him to grow his business," said Paul Saganey, CFP®, founder and president, Integrated. “Advisors have so many choices when it comes to finding a long-term partner that is right for them, and their clients – and when they choose us it is a special feeling.”
Rob Sandrew, senior vice president and head of recruiting at Integrated, adds: “Jeremy’s decision to leave his former firm and join ours was not made lightly. When assessing his options, he knew he had to partner with a group that would treat him precisely how he treats his clients – in other words a group that always prioritizes his needs, believes in him through and through, and has the resources to take his business to the next level. We’re honored to be chosen as that partner.”
Integrated has plans for continued expansion in 2019 and beyond – to include innovative client/advisor service offerings, and advisory teams themselves, nationwide. The firm recently announced the launch of a family office, key new hires and an exceptional group of new advisors. In addition to strong concentrations of advisors in the northeast and southwest, the firm is actively looking for advisors interested in joining, from across the United States. Integrated remains on pace to surpass 2018 advisor and asset growth, by mid-2019 and likely before.
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About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
We believe in advisors. Let us prove it to you.
The financial consultants of Integrated Partners and Hermes Wealth Strategies are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners, Hermes Wealth Strategies and Integrated Partners are separate entities from LPL Financial.