Full Service Investment Management & Retirement Planning

We help align your investments with your unique goals to foster the lifestyle you want to live.

Our Services

  • Investment Management

  • Retirement Planning

  • Tax Planning

  • Employer Retirement Plans

  • Education Planning

  • Insurance Services

DISCOVER HOW WE HELP

Meet Our Team

  • Zach Egbert, ChFC®

  • Ryan Ozata

  • Randy Richter, CFP®

  • Jesse Hill

GET TO KNOW US FURTHER

We are conveniently located in North Texas. Virtual meetings also available.

 

Get started with Intirety Wealth today.