Allied Integrated Wealth of Holt

Allied Integrated Wealth of Holt is a wealth management firm in Holt, MI. The practice serves clients with personalized wealth plans, tax strategies, and virtual financial guidance. The firm acts as a personal CFO, offering services that include retirement planning, estate planning, wealth transfer, risk management, and asset management. It utilizes an evidence-based investing approach grounded in peer-reviewed research from Nobel Laureates such as Harry Markowitz and Eugene Fama. The team also provides tax planning and integration, including asset location, required minimum distribution considerations, tax-loss harvesting, and cash flow planning. Clients receive a comprehensive, individualized long-term holistic wealth plan designed by a registered investment advisor who holds both CPA and CFA credentials.

The firm is led by Zachary Armstrong, a CFA charterholder and CPA. Armstrong began his interest in the markets as a high school currency and stock trader. He holds a Bachelor of Arts in Finance with a minor in Economics from Michigan State University and a Master in Accountancy with a Taxation focus from the University of Illinois Urbana-Champaign. As a fiduciary, Armstrong focuses on creating optimal, customized financial plans that include portfolio management, tax strategies, wealth transfer considerations, risk management, retirement analysis, and education planning. His role involves conducting due diligence to avoid conflicts of interest and providing independent, personalized financial advice. The firm operates with a process that includes discovery meetings, review, design and implementation, and follow-up engagement to ensure the plan meets the client's long-term needs.

Allied Integrated Wealth of Holt holds a rating of 5.00 based on client reviews. The firm is located at 2277 Science Pkwy, Suite 7. Clients can access a secure client portal and schedule online consultations for expert financial guidance. The practice emphasizes transparency and holistic planning to help clients take control of their financial future.