Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Comprehensive Financial Planning

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.  Call today for a free consultation.

 

Annette Walters, CRPC®

Founder and Wealth Manager

770-495-3463

404-393-7787

annette@wealthfinancial.us

Annette is the president and founder of Wealth Integrity Financial, LLC. She has worked in the financial service industry for more than 22 years. She has been successful in providing sound financial advice...

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Casey Jones, CRPC®

Director of Client Services

770-495-3463

404-393-7787

casey@wealthfinancial.us

Casey is a driven individual who places his faith, integrity and relationships above all else. He loves getting to know clients, their stories and strives to give them the best customer service experience. This passion in...

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Elizabeth Beebe

Special Projects

770-495-3463

404-393-7787

elizabeth@wealthfinancial.us

Elizabeth has over 21 years in the financial industry.   She has worked every position within a Wealth and Financial Firm including "Director of Operations".  Elizabeth enjoys interacting with clients and continuing a long...

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