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DISCLOSURES
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Dovetail Financial Services LLC is not affiliated with Integrity Wealth
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed
Tax services provided are separate from the Securities or Advisory services offered through Integrity Alliance. Dovetail does not offer legal advice. Please consult the appropriate professional regarding your individual circumstances.
Dovetail Tax & Accounting is the brand name under which Dovetail Strategy LLC and Dovetail Advisors LLC provide professional services. Dovetail Strategy LLC and Dovetail Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Dovetail Strategy LLC is a licensed independent CPA firm that provides Strategy services to clients. Dovetail Advisors LLC provides tax and business advisory services to clients. Dovetail Advisors LLC is not a licensed CPA firm. Dovetail Advisors LLC has a contractual arrangement with Dovetail Strategy LLC, whereby Dovetail Advisors LLC provides Dovetail Strategy LLC with professional and support personnel to perform professional services on behalf of Dovetail Strategy LLC.

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PEWAUKEE

2831 N Grandview Blvd #217 Pewaukee, WI 53072

Office: (262) 510-2540

OCONOMOWOC

128 Silver Lake Plaza #B Oconomowoc, WI 53066

Office: (262) 567-5596

FOX POINT

7670 N. Port Washington Rd. #104 Fox Point, WI 53217

Office: (414) 716-7670

PEWAUKEE

2831 N Grandview Blvd #217 Pewaukee, WI 53072

Office: (262) 510-2540

OCONOMOWOC

128 Silver Lake Plaza #B Oconomowoc, WI 53066

Office: (262) 567-5596

FOX POINT

7670 N. Port Washington Rd. #104 Fox Point, WI 53217

Office: (414) 716-7670

Contact Us

LinkedIn.

Broker Check

DISCLOSURES
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Dovetail Financial Services LLC is not affiliated with Integrity Wealth
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed
Tax services provided are separate from the Securities or Advisory services offered through Integrity Alliance. Dovetail does not offer legal advice. Please consult the appropriate professional regarding your individual circumstances.
Dovetail Tax & Accounting is the brand name under which Dovetail Strategy LLC and Dovetail Advisors LLC provide professional services. Dovetail Strategy LLC and Dovetail Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Dovetail Strategy LLC is a licensed independent CPA firm that provides Strategy services to clients. Dovetail Advisors LLC provides tax and business advisory services to clients. Dovetail Advisors LLC is not a licensed CPA firm. Dovetail Advisors LLC has a contractual arrangement with Dovetail Strategy LLC, whereby Dovetail Advisors LLC provides Dovetail Strategy LLC with professional and support personnel to perform professional services on behalf of Dovetail Strategy LLC.