Integritas has aligned with Creative Planning to serve your wealth management needs.

Creative Planning is one of the largest and most recognized wealth management firms in the country.

Creative Planning was ranked #1 by Barron’s, Forbes, and CNBC. Creative Planning provides legal services, account services, tax services and more to support the comprehensive wealth management needs of clients.

*Please see important disclosure information

Being part of the Integritas family means you have access to a suite of services at a negotiated rate.

Creative Planning can help you create a comprehensive and customized solution to help in the areas of investments, taxes, asset protection, estate planning, risk management, and more.

Complimentary Assessment

I encourage you to schedule a call or visit with the team at Creative Planning to take advantage of a complimentary assessment of your personal financial situation along with a special offer for team members of Integritas!

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#1 Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*

$69.4 Billion

Assets Managed by Creative Planning as of 12/31/20

50 States

Serving You Where You Live

*Please see important disclosure information

Services Tailored to Providers’ Pain Points

Taxes

Personal Risk

Investments

Full Service Expertise

Your team will include a wealth manager, a CERTIFIED FINANCIAL PLANNER TM practitioner, an attorney, and a CPA, all of whom are dedicated to serving medical professionals.

Trusted

We’re specialists and fiduciaries, legally bound to always act in your best interests. That means we strive to deeply understand your goals for your practice, your family, and yourself. Our team of wealth management professionals is at your side.

Non-Proprietary

We don’t push products. Instead, we work with you to build a portfolio that suits your needs as you are building your practice and your career and as you plan for retirement.

Suite of Services

Our multi-dimensional suite of services is designed to meet your unique needs for financial planning, estate planning, investment management, tax services, medical practice planning, and managing outside ventures.

Comprehensive

We take a holistic approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation, with a deep understanding of physicians, their practices, associated real estate, and ancillary businesses.

Transparent Fees

We have a simple, transparent fee structure determined by the amount of assets we manage on your behalf.

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#1 Wealth Management Firm in America

(2014-2015)*

Named to Top RIA list in America
(2012-2020)*

Rated as the No. 1 Wealth Manager
(2020)*

*Please see important disclosure information

Ready to talk?

We look forward to hearing from you.

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