top of page
Picnic Benches_edited_edited.png

About Us

Expertise. Compassion. Know-how.

With an emphasis on trust and transparency, we offer practical advice to help you confidently pursue your financial goals.

 

We recognize that your needs are distinct to you. Your financial aspirations drive everything we do, and our services are crafted to provide you with greater flexibility, personalized attention, and a sophisticated approach to financial planning and investment management.

 

Our concierge experience means we’re here to serve as your personal wealth team throughout your financial journey.

Jason Horwitz Headshot

R. Jason Horwitz, CFP®, CRPC®

Financial Planner

Justin Walsh Headshot

Justin D. Walsh, AIF®

Associate Financial Planner

Lianne Castelli Headshot

Lianne Castelli

Client Relationship Manager

The Integrated Partners Team

Steve Kolano Headshot

Steve Kolano, CFA

Chief Investment Officer

Becca Zophin Headshot

Becca Zophin

Chief Marketing Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Ann Swartz Headshot

Ann L. Swartz,

CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Derek Chesley Headshot

Derek Chesley

Case Design Specialist

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Executive Vice President

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

William Hackler Headshot

William D. Hackler

Director of Retirement Plan Services

 

R. Jason Horwitz, CFP®, CRPC®

300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 785-0508 | Fax: (781) 421-6574 | jason.horwitz@ifpadvisor.com

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. CRPC conferred by College for Financial Planning. 

For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

bottom of page