A complete list of active advisors currently associated with Integrity Wealth Management, Inc.

Warmer can help you find a great advisor at Integrity Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Integrity Wealth Management, Inc., 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.