Guidance, not sales.
We believe in presenting you with a variety of options that best suit your goals, not pushing the latest products.
Forward-looking tax planning
Confidence and clarity about your financial future.
We help high-net-worth families build, protect, and pass on their wealth through integrated wealth strategies. Tax strategy, estate planning, and investment management, with a highly communicative team.
Nate or someone on the team will get back to you.
Comfortable
You'll understand every investment, every strategy, and every associated cost.
Confident
Every one of our clients has a financial plan, and we meet on a regular basis.
Clear
Tax strategies, estate planning, and financial insights, integrated so every decision aligns with your long-term goals.
Who we work with
Built for people whose financial lives got complicated.
While we serve clients from many walks of life, our experience, certifications, and investment and tax strategies are best leveraged by entrepreneurs and executives with annual incomes of at least $400K and net worths of $5M or more.
Business owners preparing to sell
The sale is usually the largest financial event of your life. The planning that changes the outcome happens before the deal closes, not after.
Executives holding company stock
A lot of your net worth sits in one company's stock. We work on how to move out of that position tax efficiently.
High-net-worth retirees
The question changes from how much you can accumulate to which account you draw from, in what order, and what it costs you in tax.
Why work with us
Three commitments we will hold ourselves to.
Clarity, not obscurity.
We don't hide behind industry jargon and murky fee structures. You'll understand every investment, every strategy, and every associated cost.
Proactivity, not reactivity.
We stay on top of changes in the tax, legal, and investing space and make recommendations based on your short- and long-term goals.
Our services
Four disciplines, one plan.
We coordinate tax, estate, retirement, and business planning into a single, broader strategy so that each decision supports the others.
Get to know us
Meet Nate before you meet Nate.
People who meet Nate tend to say the same thing: he is not a money guy, he is a normal guy. He grew up in Winter Haven, played baseball at Florida, and comes from a family of teachers, firefighters, and public servants. These three short videos are what we send people before a first conversation so the meeting starts warmer.
About Nathan Helms
2:32
Discover the personal story and core values behind Integrity Wealth through founder Nathan Helms' journey from early financial adversity to building an independent practice.
Our Process
1:42
Discover our multi-step financial planning process designed to deliver tailored advice aligned with your unique vision and goals.
Introduction
1:31
Prepare for your upcoming discovery call and learn what to expect from our collaborative, team-based approach to financial planning.
Video library
Watch, then decide.
Short breakdowns of tax and planning strategies. Three include full, searchable transcripts.
I'm 55 With $3 Million In Savings. How Can I Save On Taxes?
The 3 Biggest Mistakes Entrepreneurs Make Selling Their Business
Our process
What it's like to work with us.
Five stages, from a relaxed first conversation to ongoing advisory.
01
Discovery Session
02
Strategy Session
03
Solution Sessions
04
Orientation & Wealth Integration
05
Ongoing Advisory
What our clients are saying
In their words.
Personable, reliable, and dependable.
Janet M.
Great investment results.
William C.
Very knowledgeable, experienced, and personable.
A. R.
Extremely helpful in meeting our financial goals.
Bryan H.
Trustworthy and ethical.
Michael V.
Insight has been spot on.
Derek D.
Read more reviews
Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.
Simplify your financial life
Comprehensive guidance, under one roof.
Managing your financial future doesn’t have to be overwhelming. As certified financial planners serving Tampa and St. Petersburg, we specialize in retirement planning, investment strategies, and estate solutions that align with your goals, values, and lifestyle.
Our mission is to bring clarity and confidence to your financial decisions, creating a holistic roadmap tailored to your unique circumstances. By integrating investment management, tax planning, and estate planning into one cohesive plan, we help you achieve your highest potential for success. Whether you’re preparing for retirement or rapidly building wealth as a young professional, our team is here to serve as your trusted financial partner.
Investment Management
Strategic asset positioning is essential for maximizing growth while aligning with your comfort level. Our team of certified financial planners structures your investments for efficiency and long-term success. Every investment decision is guided by a forward-looking perspective, taking into account its tax implications and how it fits into your broader financial strategy.
Through our partnerships, we can also offer access to alternative investments like real estate, private credit, and emerging technologies at significantly lower minimums than typical industry standards. This opens the door for you to diversify your portfolio and invest alongside some of America's wealthiest families.
Lifetime Tax Planning
Tax mitigation is a cornerstone of any sound financial plan. If your net worth exceeds $1 million, tax planning becomes an essential strategy for preserving and growing your wealth. At Integrity Wealth, we provide unbilled access to our in-house tax professionals, who specialize in legal tax-saving strategies.
We help you reduce, defer, or eliminate tax liabilities through proactive planning. By considering the tax implications of every investment and financial decision, we work to keep your plan optimized for lifetime tax efficiency.
Lifetime Estate Planning
Most families delay estate planning because of high hourly billing rates and complex processes. However, failing to update your estate plan in a timely manner can lead to costly consequences. As a client of Integrity Wealth, you and your family gain unbilled access to our in-house estate planning team.
Whether you're revising a trust, setting up beneficiary arrangements, or making sure your assets pass to loved ones seamlessly, our advisors are here to guide you every step of the way. At the end of your retirement journey, our goal is for your legacy to reach the people and causes you care about as quickly and tax-efficiently as possible.
Retirement Planning
Planning for retirement is about more than financial stability. It is about achieving your professional, family, and philanthropic aspirations. We will help you chart a course that maximizes your wealth and minimizes risks, giving you peace of mind both now and in the future.
As your financial advisor in Tampa, we provide personalized strategies tailored to your retirement goals. We also support your journey with regular check-ins, so your plan evolves as your needs change.
Protecting What Matters Most
Financial planning isn't just about growth, it's also about protection. From insurance solutions to comprehensive risk assessments, we take a proactive approach to protecting your financial future.
We understand that difficult decisions may arise, and we're here to act as your thinking partner. Our goal is to align your values, goals, and financial choices so that every step forward is a smart one.
Serving Tampa, St. Petersburg, and Beyond
As trusted financial advisors, we are committed to helping clients across Tampa and St. Petersburg simplify their financial lives. Our high level of service, open communication, and regularly scheduled meetings allow us to truly understand your priorities and what matters most to you.
What sets us apart
- 01Comprehensive services under one roofMany financial firms offer fragmented advisory services, making it challenging and costly to access expertise in investments, taxes, estate planning, and real estate. At Integrity Wealth, we integrate all these facets into a single, cohesive plan to give you the best probability of success.
- 02Proactive and personalized strategiesYour financial goals are unique, and so is our approach. We work with you to create a customized roadmap that addresses your short-term and long-term aspirations.
- 03Transparent communicationWe believe in empowering you with knowledge. Whether it is understanding the tax implications of an investment or evaluating retirement income strategies, our team keeps you informed every step of the way.
- 04Access to exclusive investment opportunitiesThrough our established partnerships, you gain entry to alternative investment options typically reserved for high-net-worth individuals, helping you diversify your portfolio without excessive minimums.
Insights
Straight answers, without the jargon.
Common questions
Questions clients ask us first.
Clients come to our firm with a variety of questions. We're here to provide clear answers.
In-house tax and estate professionals
Every client has a financial plan
Integrity Wealth offers integrated wealth management services, including estate planning, tax planning, financial and retirement planning, and exit planning. These services are designed to work together so clients can make more informed decisions about preserving wealth, managing taxes, preparing for retirement, and navigating major financial transitions.
Integrated wealth management means coordinating the major parts of a client's financial life into a single, broader strategy. At Integrity Wealth, this may include aligning tax, estate, retirement, and business planning so that each decision supports the others.
Investment management focuses primarily on building and managing a portfolio. Wealth management takes a broader view by connecting investment decisions with tax planning, estate planning, retirement planning, and other long-term financial priorities. For clients with more complexity, that broader coordination can be especially valuable.
Integrity Wealth is often a strong fit for business owners, executives, and high-net-worth individuals or families who need more than stand-alone investment advice. The firm's integrated approach can be especially valuable for clients with complex planning needs and overlapping financial decisions.
Want to learn more about working with us?
Simplifying your financial life begins with a conversation. Send a message or ask for a call, and Nate or someone on the team will get back to you.