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

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

Integrity Wealth Management provides personalized portfolio management to individual and high-net-worth clients, managing approximately $77.2 million across about 110 client accounts. Services are delivered primarily on a non-discretionary basis, meaning the firm obtains client approval before executing transactions rather than trading on discretionary authority. The firm typically recommends exchange-traded funds and uses a mix of charting and fundamental analysis, with portfolios reviewed and reallocated as market conditions or client circumstances require, generally on a quarterly schedule. Advisors may employ short-term trading opportunistically and offer a complimentary consultation to evaluate clients’ estate and retirement planning needs, coordinating with outside professionals when appropriate. A distinctive feature of the firm is that it is a licensed insurance agency and several advisors are separately licensed insurance agents who may receive commission-based compensation for insurance products, a relationship the brochure discloses as a potential conflict of interest. Integrity operates as a small multi-advisor team with staff holding planning designations and maintains directed brokerage practices and institutional services that the firm says support its advisory operations.

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