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, LLC is a recently formed, state‑registered investment adviser that provides discretionary portfolio management and both project‑based and ongoing financial planning to individual and high‑net‑worth clients. The firm manages a small, concentrated book of business—roughly $3.4 million in discretionary assets—and serves a limited number of client relationships. The firm delivers customized advice and typically implements tailored asset‑allocation strategies on a discretionary basis, monitoring accounts continuously and rebalancing as market conditions or client circumstances change. Investment analysis includes fundamental, technical, and cyclical methods, and the firm may employ long‑ and short‑term positions, covered option strategies, and allocations to private funds or cryptocurrency exposures through recommended sub‑advisors or vehicles. What differentiates this firm from many peers is the integration of non‑traditional services for a small advisory practice: personnel provide tax preparation and representation under a separate engagement, and the principal also conducts advisory technology consulting outside the firm. The adviser also leverages recommended sub‑advisors for private equity, private credit, and hedge fund strategies and coordinates estate‑planning work through a third‑party Estate Plan Navigator, creating access to alternative and specialty solutions not always offered by firms of similar size.

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.