Integritas Wealth Strategies

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Charleston, SC
Integritas Wealth Strategies

💼 Financial Advisor, Integritas Wealth Strategies
🤝 Helping young professionals navigate their financial journey

10/23/2026

Roth conversions. Social Security timing. Inherited IRAs. Selling a business.

These decisions aren't just about investments. They all have tax consequences, too.

When your financial planner understands both your financial plan and your taxes, those decisions can be made together instead of in separate rooms.

That's the value of bringing tax planning and financial planning under one roof.

10/21/2026

Most people have heard of a CPA, but fewer know what an Enrolled Agent (EA) is.

An EA is a federally authorized tax professional with unlimited rights to represent taxpayers before the IRS. It's a credential built specifically around tax expertise.

So what makes an EA different from a CPA, and why should you care when choosing a financial advisor?

10/16/2026

Tax preparation tells you what you owe. Tax planning helps you make decisions before you owe it.

That might mean adjusting retirement contributions, evaluating a Roth conversion, or reviewing investments for tax-loss harvesting.

The key is timing. Once December 31 passes, many of those opportunities close for the year.

Your tax strategy should be part of your financial plan, not just something you think about once a year.

10/14/2026

Most people don’t think about their taxes until February. But by then, many of the biggest opportunities to reduce your tax bill are already gone.

Retirement contributions, Roth conversions, and tax-loss harvesting are all strategies that may need to be addressed before December 31.

Don’t wait until tax season to find out what you could have done differently. Start planning before the year ends.

10/09/2026

This client’s previous advisor had been doing tax-loss harvesting, which can be a legitimate strategy. But those decisions were never modeled alongside the highly appreciated stock she eventually needed to deal with.

Two of those moves actually reduced the offset capacity she needed most, creating a $34,000 blind spot.

“Your portfolio and your tax return shouldn’t be optimized in separate rooms.”

10/08/2026

She had $400,000 in a single stock with a massive unrealized gain. Every advisor told her they would be careful, but nobody ever showed her what that actually meant.

When we modeled the position against her income, taxes, retirement timeline, and the rest of her portfolio, we found a $34,000 blind spot.

“Careful isn’t a strategy. You should be able to see the strategy in the numbers.”

09/30/2026

What your life looks like when every aspect of your financial plan is working together:

Your investments have a purpose.
Your taxes aren't an afterthought.
Your retirement strategy actually fits the rest of your plan.
Your estate plan reflects what you actually want.

And the decisions you're making today aren't creating problems somewhere else.

Instead of managing a bunch of separate financial pieces, everything is moving in the same direction.

That's the difference between having financial accounts and having a financial plan.

09/29/2026

DIY is great… until it isn’t.

Understanding your investments.
Having a national chain file your taxes.
DIYing your own will.

On their own, these things might seem perfectly fine.
But when no one is looking at the full picture, things can start to get off track.

Your investments affect your taxes.
Your taxes affect your retirement strategy.
Your estate plan affects where everything ultimately goes.

Your financial life is connected. Your planning should be, too.

09/25/2026

If you’re planning to make charitable gifts before the end of the year, don’t automatically reach for your checkbook.

09/23/2026

If you’re 70½ or older and charitably inclined, there’s a retirement planning strategy you should know about.

Address

677 King Street
Charleston, SC
29403

Website

http://iw-strategies.com/

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