IntegriVest Wealth Advisors, LLC.

09/01/2026

Dolly Parton’s legacy reaches far beyond music.

Over the years, she gave millions to causes ranging from disaster relief and medical research to education and children’s literacy. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, scholarships, pediatric care, and communities close to home.

What tied so much of that work together was remarkably simple: trust people, see a need, and respond.

Her example is a meaningful reminder that generosity doesn’t have to follow one formula. It starts with deciding what matters to you and finding a way to make an impact.


Source:

Dolly Parton's death is shining a new light on the country music icon's philanthropy. The Library of Congress has called Parton a “titan of children’s literacy” for the millions of free books provided monthly through her Imagination Library.

09/01/2026

Black Business Month was about more than celebrating businesses. For me, it was about showing up for them.

At IntegriVest Wealth Advisors, LLC., August was filled with opportunities to support entrepreneurs, strengthen businesses, and help build a more inclusive small business ecosystem.

✨ I attended the National Black MBA Association Atlanta Chapter’s Annual Entrepreneurship Institute, where "From Hustling to Holdings" received an unexpected shout-out from a former SBA Regional Director during a panel discussion. Talk about a full-circle moment!

✨ At ACE | Access to Capital for Entrepreneurs Annual Speed Coaching event, I coached three business owners on becoming more "capital ready". One was a Veteran, and it was truly an honor and privilege to support him as he works to grow his business.

✨ I hosted an intimate client event for my Legacy Builder clients at the High Museum of Atlanta where the VIP Experience included a gallery tour of Georgia's own Amy Sherald, a world renowned Black Female artist; a poster of her infamous First Lady Michelle Obama portrait; and an evening filled with Jazz music.

☕ Then came an impromptu visit with a fellow Goldman Sachs BIB: One Million Black Women alum to Coffee Snobs, owned by another alum. Seeing the business thriving, and hearing about the growth opportunities ahead, was a beautiful reminder of what happens when entrepreneurs have access to the right community, resources, and relationships.

🎓 And I closed out the month celebrating my mentee's graduation from Kennesaw State University - Michael J. Coles College of Business Aspiring Community Entrepreneurs Program. There is nothing quite like watching an entrepreneur you have supported reach another milestone.

August may be Black Business Month, but supporting entrepreneurs isn't a one-month commitment.

At IntegriVest Wealth Advisors, LLC., we celebrate and support businesses 12 months a year.

Because building thriving businesses requires more than a great idea. It takes capital readiness, mentorship, relationships, education, and access to opportunity.

And helping entrepreneurs move from "hustling to holdings"? That's work I'm always honored to do.

08/29/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/22/2026

Your financial future deserves more than guesswork; it deserves a strategy built around you.

At IntegriVest Wealth Advisors, we work with high-performing professionals, executives, and business owners who have worked hard to build success and are ready to be more intentional about turning that success into lasting wealth.

Our approach brings the different pieces of your financial life together, including:

• Comprehensive Financial Planning
• Investment Management
• Risk & Insurance Planning
• Retirement Strategies
• Tax-Efficient Planning
• Estate & Legacy Planning
• Business Owner Solutions

Whether you're preparing for retirement, navigating a career transition, growing a business, protecting your family, or thinking about the legacy you want to leave behind, having an integrated financial strategy can help you make your next decision with greater clarity and confidence.

Smart Decisions. Strategic Growth. Lasting Legacy.

Ready to take the next step? Schedule a complimentary discovery call to learn how IntegriVest Wealth Advisors can help you create a financial roadmap aligned with your goals, values, and vision for the future.

🌐 www.integrivestwealthadvisors.com

Serving clients in AL, AZ, FL, GA, MO, NV, SC, and TX.

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

08/15/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

08/08/2026

08/01/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/20/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

07/13/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

07/06/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?