Integrity Wealth Management

Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.

Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. He has worked at several firms, including SeaCrest Wealth Management, Cambridge Investment Research, and Voya Financial Advisors. Integrity Wealth Management provides personalized portfolio management primarily on a non-discretionary basis for individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm emphasizes the use of exchange-traded funds, combining charting and fundamental analysis with regular portfolio reviews and offers estate and retirement planning consultations.

Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation with eight years of industry experience. His prior roles include positions at Sequent Financial, OSAIC Wealth, Ameriprise Financial Services, and several other firms. He is also an insurance agent with Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management provides personalized portfolio management to individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm primarily operates on a non-discretionary basis, typically recommending exchange-traded funds and employing a combination of charting and fundamental analysis with regular portfolio reviews.

Massimo Teresi is a Series 65-licensed advisor with Integrity Wealth Management in Sarasota, FL, with two years of industry experience. Prior to joining Integrity Wealth Management, he worked at Swan Retirement Strategies and has a background that includes roles at Best Buy and Florida Gulf Coast University. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized portfolio management for individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm typically recommends exchange-traded funds and combines charting with fundamental analysis, offering primarily non-discretionary services and coordinating estate and retirement planning with outside professionals when appropriate.