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
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:
Licenses, Certifications & Affiliations:
* Certified Financial Planner
* Accredited Estate Planner
* Board Certified Estate Planner
* Certified Tax Specialist
* Chartered Mutual Fund Counselor
College for Financial Planning
Will provide references upon request?
Further information about 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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