top of page
Getting Out of Limousine

Executives

Navigating the sea of financial options as an executive can be overwhelming. Your time is valuable, and the myriad choices available often lead to analysis paralysis. At IntegriVest Wealth Advisors, we understand the challenges you face. Our mission is to simplify your financial journey and help you achieve both your short-term and long-term goals.

​

We specialize in cutting through the complexity by asking objective questions, gaining a deep understanding of your unique objectives. Our tailored approach ensures that you don't feel overwhelmed and are empowered to make informed decisions.

​

Here's how we help you:

​

Risk Mitigation: We work with you to ensure that you're not taking on unnecessary risks. Your financial strategy should align with your risk tolerance and goals.

​

Tax Optimization: Our experts focus on tax harvesting strategies to minimize your tax liability, with the goal to ensure you keep more of what you earn.

​

Executive Package Optimization: We analyze and optimize your executive package, making sure you're maximizing benefits that support your lifestyle at every stage of your life.

​

Lifelong Support: Your financial journey evolves, and we're here with you every step of the way. From career milestones to retirement, we provide continuous support to help you adapt and thrive.

​

At IntegriVest Wealth Advisors, we don't just offer financial services; we provide a partnership for your success. Let us help you cut through the noise, so you can confidently make decisions that align with your vision for the future."

​

Ready to start your journey? 

2255 Cumberland Pkwy SE, Bldg 500, Suite 300, Atlanta, GA 30339    Sibyl@integrivestwealthadvisors.com  |   770.283.9574

  • Facebook - Black Circle
  • LinkedIn - Black Circle

© 2022 by IntegriVest Wealth Advisors.com

​

Check the background of your financial professional on FINRA's BrokerCheck.

​

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthOsaic Wealth Form CRS: https://assets.osaic.com/m/f971a637fff07a0/original/Form-CRS.pdf.

​

This communication is strictly intended for individuals residing in the states of Arizona, Colorado, Florida, Georgia, Missouri, Nevada, and North Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced.

​

IMPORTANT CONSUMER INFORMATION A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

​

Please note that the comments herein do not constitute legal or tax advice or a legal or tax opinion. Any decision to implement the ideas or concepts discussed herein shall be made solely by the client on the advice or his or her legal and tax advisors. Any guarantees in the Insurance policy/annuity referenced here are subject to the claims-paying ability of the issuing insurance company. Annuities are not a deposit, are not insured by the FDIC or by any government agency and may lose value.

bottom of page