Probity Advisors is committed to bringing personal service and comprehensive financial solutions to small- and mid-sized businesses, and their owners.
This 401(k) Platform is just one example. Using our expertise, the latest research, and technology, we have created a solution that ensures you and your employees get the most comprehensive retirement services in conjunction with a level of personal advice typically limited to very large organizations.
But we don’t stop there.
Integrated financial solutions for optimum results.
Probity Advisors is a part of Wealth Services Alliance, composed of three experienced, established companies, each specializing in a different area of personal and business finance. By integrating portfolio management, risk management, and accounting into a single entity, we become a comprehensive resource for business owners.
That means the same organization that creates your 401(k) plan and manages your personal investment portfolio has the resources to manage your business and personal taxes. Wealth Services Alliance can help you develop your compensation plan, and conduct business valuations as needed.
When you work with us, you get a team of specialists working together on your behalf – to mitigate tax risk while bringing optimum returns for both you and your business. You get a level of access you’ve never had before, and a company that’s committed to your success.
