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SERVICES

Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we bring structure and effectively serve the needs of our most complex clients.

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As your fiduciary, we have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

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 Click below to learn more about the services we offer.

INSURANCE STRATEGIES

LEGACY AND ESTATE PLANNING

FAMILY FOCUSED 

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

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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