Integrity Wealth Management, Inc.

Integrity Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a fee-only advisor that does not sell insurance or accept commissions, and it typically includes financial planning as part of its asset-management services.

Portfolios are invested primarily in no-load mutual funds, ETFs and individual stocks and bonds held at Charles Schwab or Fidelity, and accounts may be managed on either a discretionary or non-discretionary basis. The firm applies a mix of security-analysis methods (including charting, fundamental, technical and cyclical analysis) and offers retirement-plan services such as IPS preparation, selection and monitoring of plan investment options, and QDIA modeling.

Noteworthy for a firm with two advisors and roughly $163 million in assets under management, Integrity Wealth Management offers ERISA-level retirement plan services, including the option to serve as a 3(38) discretionary manager and to perform ongoing PIO monitoring. The brochure also discloses that the firm generally does not vote client proxies (other than in limited retirement-plan circumstances) and reports limited custody when clients authorize standing third‑party transfers, practices that are less common among similar small advisory firms.