2707 West Baker Road,
At Integrated Tax & Wealth Strategies, we believe that financial planning is about more than just managing investments. It’s about helping you reach your goals and live the life you want. We are dedicated to providing personalized financial planning solutions that are tailored to meet your unique needs and circumstances.
Our team of experienced financial advisors is committed to helping you:
Our goal is to help you build and preserve wealth, so you can feel confident in your financial future.
Our firm was founded in 1974 with the goal of providing exceptional accounting services to Baytown, TX and its surrounding areas. Years later, in 1996, the firm added tax-smart comprehensive financial planning to our services. This strategy allows the solution to start and end with our clients in mind. A business that had the ability to offer tax saving advice, as well as assist clients plan for their financial futures, was a dream realized. This led to our affiliation with Avantax (formerly HD Vest), the national broker-dealer that pioneered Tax-Smart Investing™. From here, our integrated strategy was born—providing clients with a suite of financial services.
Today, Integrated Tax & Wealth Strategies has become a trusted and respected tax and wealth management firm. We are committed to providing our clients with personalized service, sound financial advice, and strategies tailored to meet their individual needs. Our team of experienced tax professionals and financial advisors will work alongside you to understand your goals and work toward the financial future you envision.
Our clients are more than just customers, they’re a part of our community and many have become close friends over the years. We view your financial goals as our own and we are committed to using our knowledge and expertise to help you overcome any challenges you may face.
If you’re ready to take control of your finances and start working towards your financial goals, contact us today to schedule a consultation.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.