07 May 2024

MGI North America’s Wright Ford Young & Co. launches WFY Wealth Management through Strategic Partnership

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MGI Worldwide and MGI North America are thrilled to share exciting news from California-based Wright Ford Young & Co., a valued member of MGI Worldwide since 2010. Wright Ford Young & Co., in collaboration with Integrated Partners, the 2024 Gold Sponsor of MGI North America’s Conference in San Diego, has announced the launch of WFY Wealth Management. This strategic partnership underscores the firm’s commitment to providing comprehensive financial planning and advisory services.

Introduction of new Wealth Management Service

Jeff Myers, CPA, Managing Partner at WFY, expressed his enthusiasm about the new wealth management service:

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“We’re thrilled to introduce this new wealth management service to our clients at WFY. With all our financial advisors dedicated to business owners or high-net-worth individuals in one place, we’re poised to elevate the quality and depth of our client service. This strategic move is a direct response to the growing complexity we’re witnessing, not just in the variety of wealth our clients are amassing but also with regards to the way they handle and manage it.
We’re committed to ensuring that our clients have access to a comprehensive team of experts capable of addressing the multifaceted financial challenges they face.”

Paul Saganey, CFP, founder and president at Integrated Partners, MGI North America’s 2024 Gold Sponsor, said,

“As the demand for comprehensive wealth and tax services continues to rise, WFY Wealth Management is poised to be the preferred destination for addressing these needs. With this collaboration, Wright,Ford Young & Co. clients can now connect with seasoned wealth advisors who are ready to collaborate and offer expert guidance, addressing the intricacies of their financial lives and goals.”

Personalised Solutions for Evolving Financial Needs

WFY Wealth Management is committed to providing personalised solutions to address the evolving financial needs of businesses and high net worth individuals. By collaborating with Integrated Partners, WFY Wealth Management gains access to a wide range of resources to guide clients through any financial challenges they may encounter.

Active and Engaged Members of MGI Worldwide

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As active members of the MGI Worldwide global network in the North America region, Wright Ford Young & Co. regularly participates in national and international accountancy group meetings.

Partner Andy Bautista, who is also MGI North America’s Management Group Member, brings valuable insights and leadership to the accounting association in the North America region.

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Download a copy of Wright Ford Young and Co.'s success story HERE

Wright Ford Young & Co. is headquartered in Irvine, CA and is the largest single office CPA firm in Orange County. WFY is a full service corporate accounting firm offering audit, tax, estate and trust, and business consulting services to closely held company and family business owners. More information about WFY can be found at https://www.cpa-wfy.com/ and learn about WFY Wealth Management at https://www.cpa-wfy.com/wfy-wealth-management/

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MGI Worldwide and MGI North America congratulate Wright Ford Young & Co. on this significant milestone and look forward to witnessing the continued success of this partnership within our MGI Worldwide community.

MGI Worldwide, is a top 20 ranked global accounting network and association with over 8,000 professionals, accountants and tax experts in some 400 locations in almost 100 countries around the world.