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WHO WE WORK WITH

OUR FIRM HAS A SINGULAR FOCUS - OUR CLIENTS' WELL-BEING.

 

Whether you are thinking about retiring, about to sell a business, or an executive at a thriving company... you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success.

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High Net Worth Individuals and Families

High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way.

 


Business Owners

What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.

 


Retirees

Retirement means something different for everyone – lets us help you define yours, and confidently pursue it.

Jon R. Gonthier, CFA

781-547-6938

Jon.Gonthier@IFPadvisor.com

Waltham Office

200 Fifth Avenue, Suite 4010

Waltham, MA 02451 

Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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LPL Financial and Integrated Financial Partners do not provide tax services. ,

For more information visit www.FINRA.org or www.SIPC.org.


 The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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