St. Petersburg, Florida

Our experience, credentials, and strategies are best suited for individuals earning $400,000 or more annually with a net worth of $5 million or greater. For clients at this level, fragmented advice often creates inefficiencies, unnecessary tax exposure, and missed opportunities. Our role is to bring everything together under one coordinated plan.

As a certified financial planner–led firm with a highly communicative advisory team, we serve as a long-term financial partner, helping you make confident decisions at every stage of wealth creation and preservation.

Why Choose Integrity Wealth in St. Petersburg?

Our mission is simple: to bring clarity and confidence to your financial decisions. We believe great wealth management requires more than investment selection, it requires a holistic strategy that integrates tax planning, estate planning, and investment management into a single, cohesive roadmap.

As your financial advisor near me in St. Petersburg, we take the time to understand your full financial picture, including business income, equity compensation, liquidity events, philanthropic goals, and multigenerational planning concerns. From there, we build a customized plan designed to maximize outcomes while minimizing unnecessary risk and tax exposure.

Whether you are an established entrepreneur, a corporate executive, or a rapidly growing professional, our team is equipped to support your next phase of success.

Comprehensive Wealth Management Under One Roof

Investment Management with a Strategic Lens

Effective investment management is not about chasing performance, it’s about positioning capital intelligently within a broader financial strategy. Our team of certified financial planners and certified financial planners ensures every investment decision is aligned with your long-term objectives, risk tolerance, and tax profile.

We evaluate how each investment impacts your overall balance sheet, cash flow, and tax exposure. This integrated approach allows us to structure portfolios that are designed for durability, flexibility, and long-term growth.

Through established partnerships, we also provide access to alternative investments such as private real estate, private credit, and select private market opportunities. These options often come with significantly lower minimums than traditional private offerings, allowing you to diversify alongside some of the nation’s most sophisticated investors.

Lifetime Tax Planning for High-Net-Worth Families

Tax strategy is one of the most powerful, and most overlooked, tools in wealth management. For families with seven-figure net worths and beyond, proactive tax planning can mean the difference between compounding wealth and quietly eroding it.

As part of our comprehensive offering, clients receive unbilled access to a dedicated tax planning team led by certified financial planners who specialize in legal, forward-looking tax mitigation strategies. Rather than reacting at tax time, we plan year-round.

Our approach focuses on reducing, deferring, or strategically eliminating taxes through entity structuring, investment placement, timing strategies, and coordinated planning with your CPA. Every recommendation is evaluated through a lifetime tax lens to ensure long-term efficiency.

Estate Planning Built for Legacy and Control

Estate planning is often delayed due to complexity and high hourly legal fees. Unfortunately, outdated or incomplete plans can lead to unnecessary taxes, probate delays, and unintended outcomes for heirs.

As a client of Integrity Wealth, you gain ongoing access to our estate planning resources without additional billing barriers. Our certified financial advisors help coordinate trusts, beneficiary designations, charitable structures, and wealth transfer strategies to ensure your plan remains current as laws and family dynamics evolve.

Our goal is to help your legacy pass to the people and causes you care about in the most efficient, orderly, and tax-conscious way possible.

Financial and Retirement Planning with Purpose

Retirement planning is not simply about replacing income, it’s about preserving flexibility, independence, and choice. We help clients in St. Petersburg design retirement strategies that support their professional goals, lifestyle aspirations, and philanthropic interests.

As your certified financial advisor, we stress-test retirement plans against market volatility, tax changes, healthcare costs, and longevity risks. Through regular reviews and proactive adjustments, we ensure your plan adapts as your life evolves.

This ongoing relationship allows us to move beyond static projections and into dynamic, real-world planning.

Protecting What Matters Most

True wealth management balances growth with protection. Our team takes a proactive approach to risk management, ensuring your financial plan accounts for life’s uncertainties.

We evaluate insurance coverage, liability exposure, and structural safeguards to help protect both assets and family members. When difficult decisions arise, we act as a thinking partner—helping you evaluate trade-offs, understand implications, and move forward with confidence.

Every recommendation is grounded in your values, priorities, and long-term vision.

Serving St. Petersburg, Tampa, and the Greater Bay Area

Integrity Wealth proudly serves clients throughout St. Petersburg, Tampa, and the surrounding Florida Gulf Coast. Our high-touch service model includes regular meetings, clear communication, and a deep understanding of each client’s financial ecosystem.

If you are searching for a financial advisor near me who understands the complexity of high-income and high-net-worth planning, our team is ready to serve.

What Sets Integrity Wealth Apart

1. Fully Integrated Advisory Services

We combine investment management, tax planning, estate planning, and private investment access into a single strategy, eliminating fragmentation and inefficiency.

2. Proactive, Personalized Planning

Your plan is built around your goals, not generic models. We anticipate change and adjust strategies before issues arise.

3. Clear, Transparent Communication

We believe informed clients make better decisions. Our advisors ensure you understand the “why” behind every recommendation.

4. Access to Private Investment Opportunities

Through established partnerships, clients gain exposure to alternative investments without the excessive minimums often required elsewhere.

Your Financial Future Starts with Clarity

If you are seeking a certified financial planner, certified financial planner, or chartered financial advisor in St. Petersburg, Integrity Wealth offers the experience, structure, and communication required to manage complex wealth with confidence.

With nearly two decades of experience, we have helped families across Tampa Bay simplify their financial lives, protect what they’ve built, and create lasting legacies.

Take the Next Step

Your financial future deserves thoughtful planning and disciplined execution. Schedule a conversation with a certified financial advisor at Integrity Wealth to explore how a fully integrated strategy can support your goals.

Clarity, confidence, and peace of mind begin with the right partner. Integrity Wealth is here to help you move forward, strategically, intentionally, and with purpose.