John Di Carlo can’t testify under oath that the founders of Windes Inc. had company culture and employee engagement at the core of their thinking when they opened their accounting firm. It was 1926 ...

Burr Pilger Mayer and Windes & McClaughry have canceled their plans for a merger, saying Friday they could not come to an agreement on the terms. Processing Content The union, which would have created ...

California-based accounting and advisory firm Windes is launching an affiliated wealth management firm in partnership with Integrated Partners, a CPA-focused hybrid RIA with more than $12.7 billion in ...

Windes is proud to celebrate its 100th anniversary in 2026. Since its founding in 1926, the firm has grown from a small local practice into a multi-service organization recognized for its technical ...

Windes, a Long Beach, Calif.-based accounting firm, is launching its own wealth management division with the help of Integrated Partners, a Waltham, Mass.-based hybrid RIA. For two years, Windes ...

An advisory firm that works with certified public accountants helped a major CPA company launch a wealth management unit, as the two professions increasingly operate together. "This is no different ...

LONG BEACH, Calif.--(BUSINESS WIRE)--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory ...

Windes, a Top 100 Firm based in Long Beach, California, is teaming up with Integrated Partners, a financial planning and registered investment advisory firm, in a new wealth management firm.

Windes is excited to announce the opening of a new office in Dayton, Ohio, furthering our commitment to serving businesses in the region with the same expertise and personalized service that has ...

LONG BEACH, Calif.--(BUSINESS WIRE)--Windes, a leading California accounting and advisory firm, announced today that James Cordova has been elected by his fellow partners as the firm’s managing ...