Allied Integrated Wealth of Okemos

Allied Integrated Wealth of Okemos is a financial planner in Okemos, Michigan. The firm provides personalized wealth plans, tax strategies, and retirement planning services to individuals, business owners, and entrepreneurs. Led by Zack Armstrong, a CFA and CPA, the firm offers specialized expertise in estate planning, wealth transfer, risk management, and asset management. The firm maintains a 5.00 rating based on 227 reviews.

The firm utilizes an evidence-based investing approach, building individualized portfolio allocations grounded in peer-reviewed, Nobel Prize-winning research. As a fiduciary, the firm acts as a personal CFO for clients, integrating tax planning and asset location to minimize long-term tax liabilities. Services include retirement plan services for business owners, tax-loss harvesting, and cash flow planning. Through virtual capabilities, the firm provides remote delivery of customized financial solutions.

Located on Science Pkwy, the office is a short walk from the CADL - Okemos Branch public library and about a half-mile from the Okemos Public Montessori-Central school and the Sower Woods Preserve.

Allied Integrated Wealth of Okemos is recognized for its high standard of professional expertise, combining the specialized knowledge of a Chartered Financial Analyst and a Certified Public Accountant. The firm is known for providing independent, transparent, and holistic financial guidance to help clients navigate complex economic landscapes.

Allied Integrated Wealth of Okemos provides expert, evidence-based financial planning and tax strategy services to the Okemos community.