A complete list of active advisors currently associated with Integritas Wealth Strategies, LLC

Warmer can help you find a great advisor at Integritas Wealth Strategies, LLC or one who fits your needs even better.

Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management alongside project-based and ongoing comprehensive financial planning. The firm also provides business-planning support, estate-plan coordination through third-party providers, and seasonal tax-preparation services as part of its client offerings. The firm implements tailored asset-allocation strategies and monitors portfolios on an ongoing basis, employing a mix of fundamental, technical and cyclical analysis and using both long- and short-term trading tools, including options and specialized instruments where appropriate. Accounts are managed on a discretionary basis with custodial relationships recommended to support trade execution and reporting; the firm discloses limited custody for fee billing purposes and periodic rebalancing as client circumstances change. Notable distinctions include its small, recently established advisory practice structure (four advisors with a modest asset base and a limited client roster) combined with a principal who holds CFP®, EA and other industry credentials and performs tax-preparation work as an affiliated service. The firm discloses atypical compensation arrangements for certain investment adviser representatives—including one-time incentive payments and a revenue-sharing split with an independent contractor—does not currently use sub-advisors, and will advise on a broad set of asset types ranging from private investments to digital assets.

To learn more about the advisors currently working at Integritas Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.