Broker Check


Monday, September 11, 2023

At Integrated Tax & Wealth Strategies, we're committed to keeping you informed about the latest developments in the financial landscape. One area that has recently seen notable changes is the realm of Treasury regulations. We...

Thursday, August 10, 2023

As an engineer and or scientist, your time is a valuable commodity. Between conducting experiments, analyzing data, and staying on top of the latest advancements in your field, managing your investments might seem like an overwhelming task.

Friday, July 7, 2023

Debt has become a prevalent issue in American society, with the average individual owing a significant amount. The burden of debt can take a toll on both our financial well-being and our overall health. It is important to explore the...

Thursday, June 8, 2023

From maximizing tax savings to capitalizing on market trends and optimizing retirement planning, mid-year planning helps pave the way for a prosperous financial journey. Don't let your financial goals take a backseat as the year progresses.

Tuesday, May 2, 2023

Working in the oil and gas industry comes with risks, and it's important to be prepared for the unexpected. This blog emphasizes the importance of having a comprehensive financial plan that includes life insurance. Read more today.

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Saturday, April 1, 2023

As wealth advisors, we get to educate people about finances, help them make wise decisions with their money, and ultimately, ensure they use their resources to experience the world and wonders around us. We strive to help you get your...

Wednesday, October 19, 2022

As we know, Texas is always hot, but October typically represents the time of year when things begin to cool down. We begin to transition into holiday mode, the pumpkin spice everything appears back at coffee shops, and we are just a...

Thursday, October 13, 2022

We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats. Months of stock market ups and downs coupled with rising interest rates and...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...