Integritas Wealth Strategies, LLC

Integritas Wealth Strategies, LLC is a financial planner in Charleston, SC. The firm provides fee-only financial advisory services, integrating wealth management and tax strategy under one roof. It serves clients in Charleston and surrounding areas, offering services such as investment planning, tax planning, and estate planning. Integritas holds a 5.00 rating based on four reviews, highlighting its commitment to transparency and client-focused service.

Founded with Catholic values, Integritas Wealth Strategies operates as a fee-only fiduciary, meaning it receives no commissions from products or services. The firm is led by Daniel Heidel, who holds the CFP®, CKA®, and Enrolled Agent credentials, making him the only advisor in Charleston with this combination. This allows clients to work with a single advisor who manages both their investment and tax strategies, eliminating the need for referrals or disjointed planning. Estate planning services are also offered in-house, including the drafting of wills, trusts, and other essential documents. The firm emphasizes a values-driven approach, focusing on legacy-minded, purposeful, and faithful financial planning.

Integritas Wealth Strategies maintains thorough, well-documented business information online and has a well-optimized website that search engines read cleanly. This ensures the business is easily found and consistently represented across the web.

Integritas Wealth Strategies stands out in Charleston by combining tax and wealth planning under one advisor, offering clients a more integrated and transparent financial planning experience.

Services:

• Education Planning
• Investment Services
• Retirement Planning
• Risk Review
• Tax Planning