Comprehensive Wealth Management and Financial Planning
Through Integrity Advisory Partners LLC (IAP), our independent registered investment advisor, we build financial plans and select investments that are right for you. We spend significant time assessing your personal and business objectives, tax situation, insurance, estate plans and cash flow needs. IAP is clear about what we can deliver and the factors we can control: the alignment of goals with financial planning strategies, portfolio risk level and tax consequences of investments. Once selected, investment portfolios are regularly monitored and adjusted as economic conditions and financial circumstances change.
Tax-Efficient Investing: The Heart of Our Wealth Management Process
We specialize in minimizing taxes on investments while maximizing profits and preserving wealth. Taxes and investments are two sides of the same coin. We carefully consider the tax consequences of all investment strategies. Likewise, we evaluate the implications of all financial and investment decisions. It is necessary to review these areas together to ensure a comprehensive plan is established. When working with IFP, you can feel confident you will receive proactive communication and evaluation of your tax situation and portfolio positions.
Tax efficient investing is particularly important for high earning professionals who face high tax brackets. In particular, executives receiving equity compensation have to balance the tax implications of stock options against financial planning goals.
Helping individuals achieve their short- and long-term financial and life goals is our mission. This is why clients trust and rely on us for both their tax planning and wealth management needs, and frequently refer their family and friends.
Integrity Advisory Partners LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.