Brookings, OR Office

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.