About Joe Downes
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFPc and and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Joe joined Integrity Wealth in 2018 and brought with him a vast array of knowledge and experience. This lifelong Minnesotan is an experienced Advisor with a focus on tax planning and retirement income structure. He provides the same level of comprehensive expertise Integrity Wealth has been providing for over 20 years. Joe maintains his Series 7 and 63 licenses in addition to holding the CERTIFIED FINANCIAL PLANNER™ professional certification.
Joe is the first point of contact for many of our new clients and is available often to speak with prospective clients about whether their goals will align well with Integrity Wealth.
When Joe is not in the office supporting the financial planning process and providing quality advice, he enjoys remaining active outside year round by biking, fly fishing, and spending time at his cabin in Wisconsin. He also enjoys working on his 100-year-old home in Saint Paul. Joe is always open to receiving pub grub recommendations for good pizza, barbeque, and burgers
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Financial Planning
We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.
Investment Allocation
Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.
Estate Planning
Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.
Tax Planning
Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.
Retirement Planning
Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?
Education Planning
We can offer support and planning as you set education goals for your children, grandchildren, or yourself.
