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Reduce taxes, plan for confidence, increase your Returns today
Get a step-by-step portfolio blueprint, optimized for higher returns and lower taxes.
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Higher Returns
Invest in a way that aligns with your values, costs less than other funds, outpaces inflation, and avoids unnecessary taxes.
Reduced Taxes
Change your tax scenario and begin saving on your bill to the IRS through powerful tax planning strategies.
Confidence
Sleep better at night knowing you have a stress-tested plan for various scenarios and market environments, ensuring you achieve your goals.
Let Daniel Help You With...
What Our Clients Are Saying About Us
How It Works
A simple 3-step path from first call to a live, tax-smart portfolio.
Book Call
Reserve a 30-minute discovery session to go over your needs.
Get Plan
We craft your personalized, tax-smart portfolio in 3 weeks.
Grow & Review
Implement together, then check progress quarterly.
Meet Your Planner
Daniel Heidel is the founder and lead planner at Integritas Wealth Strategies in Charleston, SC.
He helps individuals and families create financial plans rooted in purpose—so their money reflects what matters most. Drawing on years of experience in tax-smart investing, budgeting, and market research, Daniel turns day-to-day income into clear, values-driven strategies for long-term growth.
Whether it’s investment management, retirement and education planning, tax strategy, insurance, or estate coordination, Daniel’s approach centers on clarity and intention. He’s known for breaking down complex topics into plain English, and for helping clients not just grow wealth—but use it as a tool for good.
Frequently Asked Questions
Do I need a minimum amount to get started?
We work with various types of clients. Minimum fee is $3,000 and most clients have at least $200,000 of investable assets.
What is fee only vs. commission?
Fee models vary in the industry – commissions are payments on every trade, fee-only can be a flat fee or a percentage of assets under management (AUM).
What happens after the 3-week plan is delivered?
We walk through your personalized roadmap, help you implement, and provide ongoing check-ins to keep strategy and markets aligned.
What is a fiduciary?
A fiduciary is a person or organization that has a legal and ethical duty to act in the best interest of another party.
What is Values Aligned Investing?
You have values and beliefs. Your financial life should reflect that. Avoid things you don’t want to own. Embrace companies doing things you want to see more of in the world. Engage companies to become better through proxy voting. Use your money as a tool to have a greater impact in your family and community.
Can you serve clients outside Charleston?
Absolutely. Virtual meetings and secure client portals let us work seamlessly with clients nationwide.
Where is my money actually held?
Most client assets are held at Altruist Financial.
