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Delicate Fabric

Meet the Team

Expertise. Compassion. Know-how.

Our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

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Martin Henry Jr., CPA

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Doug Turner

Financial Advisor

The Integrated Partners Team

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Steve Kolano, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director, Estate and Business Planning

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William Beaudoin,

CFS, CBEC
Vice President of Case Design

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Gregory Freeman
Advanced Planning Specialist

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Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.

 

HRT Wealth Advisors, LLC​

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1340 Sullivan Avenue, South Windsor, CT 06074

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nvestment advice offered through Integrated Partners, a registered investment advisor, doing business as HRT Wealth Advisors, and along with investment advisor representative, Doug Turner.

 

Martin Henry, Henry Raymond & Thompson LLC (HRT Advisors LLC), and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners.  Martin Henry, HRT Advisors LLC, and its individual partners are separate entities from Integrated Partners. Martin Henry, HRT Advisors LLC and its individual partners do not provide investment advice and are not registered as an investment advisor. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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