Let us show you the path

We work cohesively as a team to practice comprehensive, holistic financial planning, tax and asset management.

What we do

At Holos Integrated Wealth we service clients locally and across the country. We are fiduciaries that act in your best interest, period. Our advisors spend time listening and asking questions in tailoring your financial plan to your personal goals-not dictated by a large company.
Our mission for the past three decades has been to provide unbiased comprehensive investment advice based on client advocacy, transparency, and superior customer service, not salesmanship.

We take a personalized, holistic approach


We take a thorough approach to how we handle the financial planning process. This holistic view helps our clients feel comfortable with their progress. We do this on a fee-based model so there are never any conflicts of interest.


Retirement Planning for our clients has two primary goals; to give comfort that retirement will be successful and worry free.

Charitable Gifting Strategies

Charitable gifting that is meaningful to your family legacy is an important part of your plan. Strategies that do good for your cause and help your tax situation can be useful in your financial planning.


As a fiduciary, we continually analyze, implement and monitor an investment portfolio that is proactive, tax efficient and cost effective. Our portfolios are all reviewed by our CFA partners on a regular basis to make sure they are the most efficient and effective possible.

College and Education Savings Plans

College can be a significant expense for many families. Tax-efficient saving and planning for college is an important part of your overall financial plan.

Socially Responsible Investing

By participating in socially responsible investing, also known as ESG Investing, you can focus on investing with a positive impact.


Our goal is to make doing business with us extremely easy. We prepare all paperwork and work proactively to foresee any service issues that need to be addressed. We maintain a communication schedule with our clients so they are up to date on their money issues at all times.


Insurance can provide a variety of solutions and protection for your family. Planning using insurance can be an essential part of your overall wealth management strategy.
"Our primary mission at Holos Integrated Wealth has been focused on providing our clients with holistic Wealth Management Services. We believe this innovative partnership with David Griffith and Tom Welde further strengthens and compliments our commitment to that mission by providing our clients with the next generation of integrated Wealth Management.”
- Brian Stephenson and Dave Matulewicz
"I merged with Holos Integrated Wealth in 2020. Having vetted several other firms, I was confident that Holos Integrated Wealth was the right choice. I honestly could not be more pleased; the relationship has easily exceeded my expectations. Holos Integrated Wealth’s founding partners are good people who care about their clients, who share my general philosophy with regard to investment management, and who embrace a holistic approach to servicing our clients’ financial needs. Holos Integrated Wealth has proven to be a good choice for my clients, my long-time assistant, Peggy, and for me. Our team approach that gives consideration to tax and financial matters, which I have long recognized as significant influences on investment management, easily puts Holos Integrated Wealth in a class above the typical investment firm.”
- David Griffith
"I have had relationships with some of our clients for over 20 years. The client relationship becomes a friendship with people you truly care about. These daily conversations are what I love about this Job.”
- Peggy Griffith
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Team Approach

Our team has various backgrounds in finance. We use a team approach to make sure we deliver the best possible client experience with best in industry technology.

Best-in-class technology

Holos 360°

Consolidated end to end planning experience, collaborative cash flow planning, robust what-if scenario planning and comprehensive tax calculations
Comprehensive Performance Reporting System

Contact Us

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