Michael J. Patton

Michael J. Patton

Integrity Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $150,000

Minimum client income required: No minimum required

Title: President

Offering advice since: 1986

Areas of focus:

  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds
  • Tax Planning

Further information about Michael J. Patton:

Mike has been working in the financial services industry for over 23 years. He specializes in a number of areas of financial planning, including estate & tax planning, portfolio management, insurance & risk management, and retirement planning. He has a special emphasis in probability analysis utilizing Monte Carlo simulation.

OTHER ACTIVITIES AND ACCOMPLISHMENTS:
Mike is a former columnist for Forbes.

Mike is a Contributing Editor with Investment Advisor Magazine and has written a number of articles on topics such as: financial planning, Monte Carlo simulation, and practice management.

Mike has been quoted in the NY Times, the Greater Baton Rouge Business Report, The Advocate, and the local ABC affiliate.

Mike has been a speaker at various national conferences for companies such as Oracle, fi360, and Investment Advisor Magazine.

Compensation and Fee Structures:

Fee Only

Licenses, Certifications & Affiliations:

* Certified Financial Planner
* Accredited Estate Planner
* Board Certified Estate Planner
* Certified Tax Specialist
* Chartered Mutual Fund Counselor

Education:

College for Financial Planning

Will provide references upon request?

Yes


Further information about Integrity Wealth Management:

Integrity Wealth Management

(Size of firm: 0-9 advisors)

Fee Only Registered Investment Advisor offering comprehensive financial planning and portfolio management


Contact Information for Michael J. Patton

Phone: (225) 926-0202
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Fax: (225) 926-0203

Address for Michael J. Patton:
PO Box 78408
Baton Rouge, LA, 70837

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