Integrity Wealth Strategies
About
Integrity Wealth Strategies provides comprehensive, holistic financial planning including investment management, retirement planning and estate planning for individuals and small businesses in York, Adams and Lancaster counties.
I enjoy building relationships with my clients and helping them to achieve their financial goals. My 20+ years in financial services allows me to bring a broad perspective and background to help make complex investment and financial information easily understandable.
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Frequently asked questions
What is your typical process for working with a new customer?
Meet to determine whether there may be a fit.
What education and/or training do you have that relates to your work?
Bachelor of science degree in accounting and economics
Series 7 and 66 security licenses
Life, health and disability insurance licenses
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is based on each new prospective clients unique situation. Generally, I am a fee-based advisor charging a percent on the value of assets managed.
How did you get started in this business?
I started my career as a certified public accountant. I also have extensive experience in real estate investing. I combine my knowledge of financial matters with my ability to help people with their investing in my financial advisory practice.
What types of customers have you worked with?
I work with individuals and small business owners. I also manage several retirement plans for small to medium sized companies.