Protecting and sustaining wealth is a critical aspect of financial planning, and it can provide individuals and families with the peace of mind and security they need to enjoy their hard-earned lifestyles. Whether it involves investment strategies, estate planning, risk management, or other financial services, helping professionals, executives, and small business owners achieve their financial goals is what we pride ourselves on at IntegriVest Wealth Advisors.
"Building wealth is a multifaceted process that involves earning, saving, investing, and planning for the future. It's not solely about how much money you make it is also about how much money you keep and transfer to your legacy!"
Sibyl S. Slade, CRPC ®
Sibyl S. Slade, CRPC ® is a financial advisor with a strong background in consumer protection, small business support, and personal finance.
She has over 21 years of experience working at the Federal Reserve. During her tenure, she focused on protecting consumers, strengthening the small business ecosystem, and providing personal finance advice to individuals in six different states.
Sibyl is passionate about her work and brings a wealth of experience to clients and the financial services industry. She is dedicated to ensuring that clients' financial decisions are sustainable and help them retain more of the money they earn. As a fiduciary, she is committed solely to the best interests of clients, putting their welfare and well-being as her top priority. As a financial services professional, she understands the importance of technology, innovation, education, and regulation to create a more inclusive, responsible, and personalized client experience for individuals and small businesses alike.
She values transparency, integrity, and lifelong learning, emphasizing these principles in her financial planning and investment advisory services.
Sibyl founded IntegriVest Wealth Advisors to extend her expertise in consumer protection, financial planning, and investment advisory services to individual and small business clients as well as provide thought leadership to the ever-evolving financial services industry.