COMPREHENSIVE WEALTH MANAGEMENT SOLUTIONS FOR INTEGRITAS
We have partnered with Creative Planning to meet the comprehensive wealth management needs of our physicians in the areas of investments, taxes, estate planning, personal risk, and more, so you can dedicate more time to your patients and your communities.
Creative Planning is one of the largest and most recognized wealth management firms in the country, most notably the #1 ranking by Barron’s, Forbes, and CNBC. They own a law firm, an accounting firm, a trust company and more, to support the comprehensive wealth management needs of their clients. And these entities all work in tandem to support the belief that investment performance is what you get after accounting for risk, fees, and taxes.
Being part of the Integritas family means you have access to a suite of services at a negotiated rate. Whether you are fresh out of medical school, an industry veteran, or approaching retirement, our partners at Creative Planning can help you create a comprehensive and customized solution to help in the areas of investments, taxes, asset protection, estate planning, insurance, and more. You can take full advantage of all their services, or just the ones you need today.