IntegriVest Wealth Advisors, LLC.

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IntegriVest Wealth Advisors, LLC. IntegriVest Wealth Advisors, LLC. is a financial services firm. For full disclosures, please click on the website link.

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? One study found ...
10/14/2026

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? One study found that 72 percent of adults are not confident in their ability to manage a financial windfall. It's crucial to prepare and consider seeking guidance to make the most of your inheritance.

Source: CitizensBank.com, 2026

The "Great Wealth Transfer" is underway! One-third of Americans under the age of 65 expect to receive an inheritance. Wh...
10/07/2026

The "Great Wealth Transfer" is underway! One-third of Americans under the age of 65 expect to receive an inheritance. While this may provide a financial lift for some, it's important to consider the challenges we face in today's economic environment. From inflation to growing credit card debt and unexpected expenses, our financial progress can be impacted.

What are your thoughts?


Source: NewsNationNow.com, September 5, 2026

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

10/01/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!

Business owners spend years building something valuable. But what happens to the business when life doesn’t go according...
09/24/2026

Business owners spend years building something valuable. But what happens to the business when life doesn’t go according to plan?

Life insurance can be more than a death benefit. When structured strategically, it can become an important part of your business continuity, capital, and succession strategy.
Advanced insurance strategies can help business owners:

🔹 Key Person Insurance — Help protect the business from the financial impact of losing a critical owner or employee.
🔹 Buy-Sell Agreements — Provide funding to facilitate an orderly transfer of ownership.
🔹 Collateral Assignment — Use life insurance as collateral to help support certain business lending arrangements.
🔹 Cross-Purchase Strategies — Help business partners fund the purchase of a departing or deceased owner’s interest.
🔹 Succession Planning — Integrate insurance into a broader strategy designed to preserve business value and support the next generation of leadership.
You’ve worked hard to build the business. Now make sure your protection strategy has grown with it.

When was the last time you reviewed your business insurance coverage and ownership structure?

Schedule an Insurance Review with IntegriVest Wealth Advisors to identify potential gaps and explore strategies aligned with your business and legacy goals.

Schedule your insurance review at https://lnkd.in/gAdpayRT

Life insurance has evolved, and today, it can be about more than what happens after you’re gone.Living benefit riders ma...
09/17/2026

Life insurance has evolved, and today, it can be about more than what happens after you’re gone.

Living benefit riders may allow you to access a portion of your life insurance benefit while you’re still living when certain qualifying events occur.

Depending on the policy and rider, benefits may be available for circumstances such as a chronic illness, critical illness, or terminal illness.
That can mean additional financial flexibility when life takes an unexpected turn, helping with medical expenses, caregiving needs, lost income, or other financial obligations.

At IntegriVest Wealth Advisors, we believe insurance should be reviewed as part of your overall financial plan and not simply as a death benefit.
If you haven’t reviewed your life insurance recently, now may be a good time to determine whether your current coverage still meets your needs and whether living benefits should be part of your protection strategy.

Plan. Protect. Prosper.

Schedule an insurance review today at https://lnkd.in/gAdpayRT

An inheritance is more than a windfall. It’s a responsibility, and an opportunity to carry a legacy forward.I’m excited ...
09/10/2026

An inheritance is more than a windfall. It’s a responsibility, and an opportunity to carry a legacy forward.

I’m excited to share my latest article for Investopedia: l“How I’m Talking to My Clients About the Great Wealth Transfer: Turning Inheritance Into Legacy.”

This article is especially personal because I’m seeing the Great Wealth Transfer unfold in real time with the families I serve.

After losing a parent, my clients aren’t simply asking, “What should I do with this money?”

They’re asking:

“How do I become a good steward of what my parents spent a lifetime building?”

That question changes the conversation.

In the article, I share several considerations I’m discussing with clients, including:

🔹 Navigating the 10-year inherited IRA clock
🔹 Understanding how different inherited assets are taxed
🔹 Incorporating charitable giving and donor-advised funds
🔹 Protecting inherited wealth through thoughtful estate planning
🔹 Creating strategies designed to preserve wealth for future generations

The Great Wealth Transfer isn’t just about transferring assets.

It’s about transferring values, responsibility, intention, and legacy.

I invite you to read my latest Investopedia article and share your thoughts.

👉 Read the full Investopedia article
https://lnkd.in/eN6dQPSW

09/07/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

Here's to finishing the year strong and embracing what's next!

🍂 What fall traditions are you looking forward to the most? List them below! 🍂

Address

2255 Cumberland Pkwy SE, Bldg 500, Suite 300
Atlanta, GA
30339

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+17702839574

Website

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