Integritas Wealth Strategies is a Catholic-founded, fee-only fiduciary financial advisory firm based in Charleston, South Carolina. Led by Daniel, who holds CFP®, CKA®, and Enrolled Agent credentials, the firm brings tax strategy and wealth management together through one advisor and an integrated financial plan. It does not earn commissions and describes its approach as grounded in honesty, faith, and a commitment to clients’ interests.

Services include evidence-based investment management, values-aligned and biblically responsible portfolio options, retirement planning, and year-round tax strategy and preparation. The firm also offers estate planning documents through an in-house partnership, insurance and risk reviews, charitable giving guidance, education planning, and lending and refinancing assistance. Business owners can receive support with tax integration, entity structure, compensation, retirement plans, and exit planning. Additional services include Roth conversion analysis, Social Security and withdrawal planning, beneficiary reviews, and charitable giving strategies. Integritas keeps its client count deliberately low and focuses on building comprehensive, long-term relationships, particularly with Catholic professionals, business owners, Charleston newcomers, and people approaching retirement.