National financial planning and RIA advisory firm Integrated Partners has added a Colorado-based firm to its growing network of affiliate partners.
PRISM Financial Strategies is a $225 million RIA business led by managing partner and financial strategist Jeff Engelman, whose career began in wirehouses including Morgan Stanley.
Along with colleagues Shelly Schell and Amy Shroff, Engelman sought independence with the establishment of PRISM in 2017. The firm serves a wide range of clients including individuals, families, and corporate clients, with a specific niche carved out of the unique needs for women.
Their decision to join Integrated was driven by the solutions and services offered.
“Our team will greatly benefit from access to Integrated's full suite of services, including the dedicated Business Owner Solutions, Corporate and Group Benefits, and Family Office divisions,” said Engelman. “This will further strengthen our team of compassionate specialists, empowering us in the delivery of invaluable insights, proactive guidance, and customized solutions. Additionally, the seamless transition process will ensure minimal impact on our clients."
The agency also received highest number of tips, complaints, and referrals.
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