Fee-Only Financial Planning with Integrity 

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For Integritas Wealth Strategies, LLC (”IWS”), integrity is more than just a name—it’s the guiding principle. Integritas is committed to providing comprehensive financial planning and wealth management services with a steadfast dedication to the fiduciary standard.

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Experience Strategic Planning

Integritas stands out by placing an unwavering emphasis on integrity in all its business practices. We understand that managing wealth is not just about numbers; it’s about building trust and forging lasting relationships. Whether you are a high-net-worth individual, a high-income earner, or a small business owner, our goal is to offer personalized strategies that align with your unique financial aspirations and values.

With extensive experience across a diverse range of clients and financial situations, IWS brings a wealth of expertise to the table. We pride ourselves on our ability to navigate complex financial landscapes and deliver tailored solutions that help you achieve your goals.

Who We Serve

Young healthcare professionals are our bread and butter. You understand the value of a specialist and so do we. You wouldn’t ask a knee surgeon to work on your heart, so don’t trust just any financial planner with your finances. At Integritas we understand the unique challenges and opportunities that many doctors and healthcare professionals face.

Founder

As founder of Integritas Wealth Strategies, I wanted to create a financial planning and wealth management firm that delivers on all the essential needs of clients and expands through continuous improvements.

Background

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 exam, making me candidates for these certifications.

Niche Clientele

I work closely with young professionals to develop plans for budgeting, debt reduction, and wealth creation. Additionally, I have developed an expertise in tax reduction planning along with estate planning strategies. 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.

Hobbies

While at Liberty, I played collegiate hockey and still enjoy playing among many other passions. In Charleston, we have enough waves to enjoy surfing, great art to enjoy, amazing food to experience, and great areas to walk or run around. When I’m not in Charleston, I love to travel and snowboard.

owner of Integritas Wealth Strategies
Financial planning helps you visit the mountains

  • At Integritas, we believe that true wealth management goes beyond simple investment advice. It’s about creating a holistic strategy that encompasses every aspect of your financial life, ensuring that each decision is made with your best interests at heart.

  • Absolutely! Integritas is guided by Biblical principles and investing aligning with those values is a passion of the firm. Ask us about faith based investing options available to you to align your profits and investments with your faith!

  • Integritas has a legal and ethical obligation to act in the best interest of their clients, prioritizing their needs above their own. This responsibility involves providing honest advice, avoiding conflicts of interest, and ensuring transparency in all financial dealings.