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’s services include customized portfolio management, comprehensive financial planning, and retirement‑plan advisory work for plan sponsors and participants. 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. Financial planning is typically included with asset management at no additional fee, while standalone planning is available for an hourly or flat fee, and the firm may recommend third‑party managers for portions of client assets. Integrity reports $163,150,031 in assets under management, including $122,798,607 discretionary and $40,351,424 non‑discretionary, which is notable for a supported firm with two advisors. The firm recently disclosed use of client testimonials, does not vote client proxies (clients retain proxy‑voting responsibility), and reports limited custody for certain accounts tied to standing limited powers of attorney while emphasizing custodial statements as the official record.

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.