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Our Mission

Our mission starts with a simple question:

How can we simplify and improve your financial life?

 

Successful people often accumulate accounts, strategies, and complexity over time without ever stepping back to see how everything fits together. We help connect the various moving pieces to give you focused guidance to help you achieve your goals. We are your trusted advisor for your most exciting and important news and your most difficult moments.​

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Our philosophy centers on you.

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We take a comprehensive approach that integrates your investments, tax strategies, legal considerations, and financial plan to answer the questions that keep you up at night:

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  • What is your money actually for?

  • What does a life well-lived look like to you, and how does your money support that vision?

  • How do your financial decisions today shape the life you'll live tomorrow?

 

We believe financial planning isn't about accumulating the biggest portfolio. It's about creating freedom. It's about understanding the "why" behind every recommendation, so you can make decisions that align with your values and goals.

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True financial well-being goes beyond managing investments. It's about connecting all the pieces - your income, assets, tax situation, family dynamics, and future aspirations - into an integrated plan that evolves with you.

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We're committed to you, your business, and your family. Not just managing your money but helping you make the most of the life you're building.

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617-615-6615 | James.McCann@IFPPrivateWealth.com | IFPPrivateWealth.com

200 Fifth Ave, Suite 4010, Waltham, MA 02451

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CA Insurance #4463356

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Investment advice offered through Integrated Financial Partners, a registered investment advisor.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
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