Your wealth will be managed to the highest quality regardless of your plan tier. This includes tools like tax loss harvesting, goals and risk based investing, values aligned investment opportunities, and tax-optimization strategies to be a true fiduciary and serve your best interest at all times. Think everything your typical investment firm does but better.

Goals meetings relate to your financial plan. Wealth Management should be focused first and foremost on financial planning, so every client receives a personal financial plan based on their goals and concerns no matter what. The difference is how much help you will get throughout the year with plan implementation and discussion. Your plan will address insurance coverage types and amounts, savings requirements to reach financial goals, tax planning to reduce your taxable income, estate planning to become aware of your legacy distribution, and much more.

Integritas Wealth Strategies partners with Trust & Will to deliver every Pro and Elite Plan client with a personalized Will and Trust that is updated as your life evolves. Whenever a change is needed, we'll take care of it. No more back and forth with pricey attorneys.

Proper client service insists that each client is treated the same regardless of revenue level. Although this is true, Elite Plan clients inherently receive more touch points throughout the year, giving way to a truly exceptional experience. Your implementation will likely be quicker with 4 touch points throughout the year, your analysis will be more up to date, and your needs will be known quicker than if we met once or twice a year. You'll likely experience a difference and feel truly at ease in your financial life.