ABOUT US

OUR TEAM

We take a confidential, consultative approach with our clients to organize and implement strategies that also coordinate with their personal wealth management goals. Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as planning opportunities. Acting as your fiduciary, we put your needs first.

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Ronald J. Smith
Financial Planner

781-373-4453 

Ronald.Smith@IFPadvisor.com 

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Rob Brown, PhD, CFA

Chief Investment Officer

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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John C. Pastore, Jr., CRPC®

Senior Vice President

 

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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 site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, CA, KY, ME, MD, MA, NH, NY, NC, OH, RI, TX, VT

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Contact

Integrated Financial Partners

300 Fifth Avenue, 
Third Floor 
Waltham, MA 02451

Ronald.Smith@IFPadvisor.com

781-373-4453 

Susan.Ahern-Wiercinski@IFPadvisor.com

781-373-4464 

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