Meet the team behind Integrated Private Wealth
A coordinated team of private wealth advisors, planning specialists, investment professionals, and family office resources built to guide complex wealth with clarity and care.
Experienced leadership for complex wealth
Integrated Private Wealth brings together a highly specialized team to help you navigate complexity before, during, and after major transitions.
Every option explored. No stone unturned.
Leadership
Experience and expertise, working together for you.
Our team brings together experienced wealth advisors, planning specialists, investment professionals, and strategic resources with one shared purpose: helping clients navigate complexity with greater clarity. By bringing diverse expertise to the table, we provide coordinated guidance designed around each family’s unique goals, challenges, and opportunities.
Homer S. Smith IV, CFP®, CRPC®, BFA™, CBEC®
Executive Director
Paul Saganey, CFP®
CEO, Integrated Partners
Directors
Private wealth directors and planning leaders
A team of experienced advisors and planning leaders helping clients navigate business transitions, liquidity, retirement, estate planning, and long-term wealth stewardship.
Anthony Marotti, CFP®
Director, Private Wealth
Cassidy C. King, CRPC®
Director, Private Wealth
Matthew Stack, CFP®, MBA
Director, Private Wealth
Stephen Carigg, CFP®
Director, Private Wealth
Bill Whitney, CFA
Director, Private Wealth
Eric Daniel, AWMA®
Director, Private Wealth
Guy P. Ridout III
Director, Retirement Plans
Richard E. Austin, JD, LLM, CIMA®
Managing Director, Estate and Business Planning
SPECIALISTS & SUPPORT TEAM
A deeper bench of specialized expertise
Behind every client relationship is a coordinated team of advanced planning specialists, investment professionals, insurance resources, case design support, and client service leaders.
Gregory Freeman
Advanced Planning Specialist
Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
Stephen Kolano, CFA
Chief Investment Officer
Angelina Compston
Case Design Associate
Marquis Richardson
Investment Specialist
Mary Wotherspoon
Director, Client Service
Dwight Anderson
Investment Specialist
Russ Alan Prince
Strategist
Start with clarity
Whether you are preparing for a transition, managing new liquidity, or building a more coordinated
family wealth strategy, our team is here to help you move forward with confidence.
family wealth strategy, our team is here to help you move forward with confidence.