wealth management
Wealth management with a concierge approach for small business owners.
As a small business owner, your financial journey is as unique as the business you’ve built.
You need more than a one-size-fits-all solution—you need a tailored wealth management approach that adapts to your needs and priorities.
At Integritas Financial, we offer a concierge-style service that simplifies your financial life, saves you money, and ensures your legacy is protected for generations to come.
A smarter way to manage your wealth.
Traditional wealth management firms often come with big teams and even bigger fees. While their services may be comprehensive, you’re often paying for resources you rarely use. At Integritas Financial, we believe in efficiency and precision.
Our concierge approach means you work directly with me as your financial quarterback. I act as your constant guide, bringing in the right professionals—estate planners, tax advisors, business brokers, or others—only when you need them. This cost-saving, tailored approach ensures you only pay for the expertise you require, without unnecessary overhead.
What sets Integritas Financial apart?
Customized Team for Specific Projects
Instead of paying for a large, pre-assembled team you don’t fully utilize, I assemble a team of trusted experts tailored to your needs. Whether you’re planning the sale of your business, transitioning to retirement, or setting up a trust to protect your legacy, I bring in the right players at the right time.
Constant Leadership
I’m your constant point of contact throughout every stage of your financial journey. You’ll never feel lost in a sea of professionals because I’m here to guide you, simplify decisions, and ensure your goals remain the focus.
Simple, Transparent Fee Structure
Our wealth management services are offered for one straightforward fee. As a true fiduciary, I never earn commissions or hidden incentives, so you can trust that my advice is always in your best interest.
Wealth management tailored to business owners.
We specialize in working with small business owners aged 50–70 who are preparing to sell or transition their business and move into retirement.
Whether your goal is to protect your legacy, support your family, or enjoy the fruits of your labor, our tailored approach ensures your wealth management plan is as unique as you are
Our comprehensive wealth management services include:
1
Retirement Planning
Develop a strategy to convert your business proceeds into a steady income stream that supports your lifestyle.
2
Business Transition Support
Collaborate with experts to prepare your business for sale or succession, ensuring financial outcomes align with your retirement goals.
3
Estate and Legacy Planning
Protect your wealth and create a structured plan to pass it on responsibly to future generations.
4
Tax-Efficient Strategies
Work with IF and tax advisors to minimize your liabilities during key transitions, such as selling your business or real estate.
5
Investment Management
Build a diversified, risk-tuned portfolio that aligns with your long-term financial goals.
How you benefit.
Cost Savings
Only pay for the expertise you need when you need it, without footing the bill for unnecessary services.
Personalized Attention
With a limited client base, I provide hands-on, dedicated guidance to every client.
Trusted Expertise
As a CFP® and MBA in Financial Planning, I combine professional credentials with years of experience helping business owners transition to retirement.
Peace of Mind
Focus on running your business today, knowing your financial future is in capable hands.