Integrated Wealth Advisors (IWA), a Bellevue, Wash.-based firm with $100 million in assets, today joined Commonwealth Financial's network of independent financial advisors.
Formerly affiliated with Ameriprise Financial, IWA is led by founder Austin Collins and his support staff, who bring two decades of experience in financial planning and wealth management, according an announcement news release.
Integrated Wealth Advisors functions as a virtual family office, serving clients before, during and after complex financial transitions, the release said, adding that the firm leverages a vetted network of top experts in various fields to build a fully customized professional team for each client.
Collins was looking for a community-minded firm partner that would invest in a technology stack that allows him to support his clients and their financial planning needs.
“I knew Commonwealth was the right place for me when every single person who I talked to had looked me up and were asking questions about what they had found,” he said in a statement. “Yes, we talked about the business and my practice, but that wasn’t the lead domino. With many of the other firms I spoke to, that was the only domino. As someone who works systematically and intentionally – both personally and professionally – and brings my whole self to my role as an advisor, I value Commonwealth’s approach to partnership and accountability.”
Andrew Daniels, Commonwealth’s managing principal, business development, sad they are honored to be a new home to Integrated Wealth Advisors and are inspired by the firm’s unique, bespoke client service model.
Founded in 1979, Commonwealth has headquarters in Waltham, Mass., and San Diego. The firm supports more than 2,000 independent financial advisors nationwide.