Forward-looking tax planning with in-house tax and estate professionals.
Tampa, Florida
Integrity Wealth is based in Wesley Chapel, north of Tampa. We work with people whose finances have grown past what one account or one specialist can cover: an owner preparing to sell a company, an executive holding company stock, or a family coordinating tax, estate, and investment decisions.
If you searched for a financial advisor in Tampa, you are probably in the middle of a decision that has real tax consequences. A sale, a vesting schedule, an inheritance, or a move toward retirement tends to bring several advisors into the conversation, and they do not always talk to each other. Our work is to put tax planning, estate planning, and investment decisions in front of the same table so the pieces can be considered together.
Our experience is best suited to households with a net worth of $5 million or greater. If that describes you, or you expect it to after a liquidity event, the sections below explain how we work with Tampa-area clients and what a first conversation looks like.
Who we work with
These are common starting points, described in general terms. Every household is different, and none of this is personalized advice.
The planning that can affect a sale often happens before an offer arrives. Timing, entity structure, and how proceeds are handled may change the tax picture, and the work usually benefits from a multi-year runway. Outcomes vary and depend on individual circumstances.
When a large share of net worth sits in one company, decisions about vesting, exercise timing, and diversification carry both tax and concentration risk. Reducing a position may trigger taxes, and holding it carries the risk of a decline.
Larger households often have a CPA, an attorney, and an investment manager who each see only part of the picture. Coordinating them may reduce gaps and overlap, though no plan can remove market risk or guarantee a tax result.
To be direct about location: our only office is at 2211 Ashley Oaks Circle in Wesley Chapel, Florida, in Pasco County north of Tampa. We do not have a Tampa office, and we would rather you know that before you plan your day around a meeting.
Tampa-area clients can meet with us at the Wesley Chapel office or choose virtual consultations and planning sessions, which we also use with clients elsewhere in the country. Whichever format you choose, the relationship is built on regularly scheduled meetings and open communication, so the plan is reviewed as your situation changes rather than only when something goes wrong.
The office is open Monday through Friday, 8:30 a.m. to 5:00 p.m. If you are not sure which format suits you, send a message and we will work it out together.
According to the Florida Department of Revenue, Florida does not impose a personal income tax on individuals. For Tampa residents, that means wages, retirement withdrawals, and investment gains are not taxed at the state level.
That is only part of the picture. Federal income tax still applies, federal estate and gift tax rules may be relevant for larger estates, and Florida does impose other taxes and business filing requirements. For a business owner, the sale of a company can also involve taxes that depend on how the business is structured. These are the questions we work through alongside your CPA and attorney, and the answers depend on your specific facts.
We offer tax planning, estate planning, financial and retirement planning, and exit planning. They are designed to be used together: a tax decision can change an estate plan, and an estate plan can change how investments are held. Each service has its own page with more detail, listed below. Our exit planning service is offered by a Certified Exit Planning Advisor®, for owners preparing for a transition.
Source: Florida Department of Revenue: Do I have to file a personal income tax return in Florida?. As of October 11, 2026. Tax rules change, so confirm current rules with your tax professional.
Tampa questions
No. Our only office is in Wesley Chapel, in Pasco County north of Tampa. We meet Tampa-area clients there, or through virtual consultations and planning sessions.
Yes. We offer virtual consultations and planning sessions, and we use them with clients throughout the U.S. Some clients choose a mix of virtual and in-person meetings. The format is your choice.
Often, yes. The Florida Department of Revenue states that Florida does not impose a personal income tax, but federal income tax still applies, federal estate and gift tax rules may be relevant, and a business sale can involve other taxes. The right approach depends on your circumstances and is best reviewed with your CPA and attorney.
Our experience is best suited to households with a net worth of $5 million or greater, including business owners preparing to sell, executives holding company stock, and high-net-worth families. If you are not sure whether you fit, send a message and we will tell you plainly.
Tell us about your situation, whether that is a pending sale, a concentrated stock position, or a plan that has too many moving parts. Nate or someone on the team will get back to you.