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Wealth Management

Our Vision is to See Yours to Fruition

Our holistic wealth management strategies consider all aspects of your financial situation, allowing us to develop a comprehensive plan that will help you achieve your financial vision and transform your life. At Ovisto™ Wealth Management, we take an active interest in your unique goals, values, pursuits, and personal vision of success – that’s wealth management, custom-tailored to you.

We invite you to learn more about our 7-Step Approach.

Investment advice is offered through Integrated Partners, a registered investment advisor doing business as Ovisto™ Wealth Management, and its registered investment advisor representatives, Mark Mitamura, Whitney Massey, and David Choi. Windes and its individual partners are solicitors to Integrated Partners and are not registered investment advisors. Solicitors do not provide investment advice and are compensated solely for their referral services.
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