“Integrity Wealth Group — that was not done by accident. It’s something we live day in and day out.” – Brett Buonadonna

“Make sure you’re not an empty suit… or just don’t get involved unless you’re really going to look to help.” – Gary DeVicci

“We’re trying to drill down and work with each of our advisors and find out, okay, what are you trying to do? What do you want to accomplish?” – Jennie Devlin

In this episode of Cambridge Stronger, Jennie Devlin of Cantella joins Brett Buonadonna and Gary DeVicci of Integrity Wealth Group to explore culture, succession planning, and the evolving role of technology in financial services. Jennie shares how Cantella maintains its 70-year culture while leveraging Cambridge’s scale to deliver high-touch advisor support and proactive succession solutions. Brett and Gary reflect on their holistic, team-based planning approach, the integrity-driven values that fuel their referral-based growth, and the importance of formal continuity planning to protect clients and families. The conversation also highlights how AI and technology create efficiency – freeing advisors to focus on empathy, trust, and long-term relationships.

Episode 247: Culture, Continuity, and the Gift of Time offers insight into:

• Building a values-driven, team-based advisory practice
  
• Proactive succession planning and flexible continuity agreements
  
• Leveraging AI to enhance efficiency while keeping clients at the center