Financial Planning with Integritas
Integritas is a Registered Investment Advisory firm offering comprehensive financial planning and wealth management on a fee-only basis. As founder of Integritas Wealth Strategies, I wanted to create a firm that delivers on all the essential needs of clients with greater efficacy and expands through continuous improvements.
I graduated summa cum laude from Liberty University with a bachelor’s degree in Business Administration: Financial Planning. My work experience has consisted of working at Fortune 500 wealth management firms with high net worth clients, small business owners, and working professionals both young and old. During this time I have passed the CFP® and Certified Kingdom Advisors exams, making me candidates for these certifications.
What is Integritas Wealth Strategies
Who Integritas Works With
Clientele can vary widely from time to time but I specialize in working with young healthcare professionals to help them reduce taxes, maximize their savings and investment returns, and plan for their future.
Financial planning topics go hand in hand and work across all income levels and ages, so you should not feel like you can’t talk to a financial planner. Feel free to reach out and we can decide together if it is mutually beneficial to develop a working relationship.