A complete list of active advisors currently associated with Integrity Wealth LLC
Warmer can help you find a great advisor at Integrity Wealth LLC or one who fits your needs even better.
Integrity Wealth serves individuals (including high-net-worth households), trusts, estates, businesses, charitable organizations and retirement plans through wealth management, financial planning, discretionary portfolio management and retirement-plan advisory services. The firm operates as a small team with a multi-advisor model and manages roughly $305 million in client assets for about 245 relationships. Portfolios are customized around strategic asset allocation using primarily low-cost mutual funds and ETFs, with the option to include individual stocks, bonds and options; the firm’s strategies are generally long-term but may include shorter-term trades for rebalancing or to meet client needs. Integrity Wealth manages most assets on a discretionary basis and also offers an Individual Stock Model Portfolio option that carries a separate incremental fee. Notable differences from many peers include a formal educational program run under a practice d/b/a that provides retirement-focused seminars and workshops through a local college; these sessions are educational in nature and the firm does not receive compensation for them. The firm also maintains an institutional relationship with a national custodian that provides research, technology and other platform support (including launch-related support and reimbursements), and it offers ERISA-focused retirement-plan advisory services designed to assist plan sponsors with fiduciary duties.
To learn more about the advisors currently working at Integrity Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Integrity Wealth LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Brookings, OR
| 21
| |
Eugene, OR
| 12
| |
Eugene, OR
| 9
| |
Eugene, OR
| 14
| |
Eugene, OR
| 7
| |
Eugene, OR
| 25
|
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