Integrous Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrous Wealth Strategies provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. Its investment offerings include broad exposures via mutual funds and ETFs, individual equities and fixed income, REITs and annuities, and—when suitable—private funds or alternative investments, along with retirement-plan advisory and tailored financial planning.
The firm describes an evidence‑driven, model‑based investment approach that emphasizes a diversified core allocation, potential factor or strategic tilts, selective active strategies, and tax‑aware implementation such as asset location and tax‑loss harvesting. Integrous may recommend or engage unaffiliated external money managers or platforms, monitors accounts on an ongoing basis, and typically conducts at least annual reviews with clients.
Noteworthy operational features include a formal compliance relationship with Dinsmore Compliance Services (reflected in the CCO contact information) and partial ownership by another wealth management entity, indicating affiliations that are less common among peers. The firm also accepts legacy client arrangements with alternate custodians (for example, Pershing clients who transitioned with firm personnel) and participates in third‑party custodian platforms and fee arrangements that can affect custody and implementation relative to typical supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $50,000 for financial planning services depending on complexity.
$0 - $500,000: 2.00% $500,001 - $2,000,000: 1.50% $2,000,001+: 1.00%
Up to $1,500 per hour for financial planning services.
Main office
2277 Route 33, Suite 415
Hamilton NJ 08690
Advisors at this office
3
Most active in
Florida · New Jersey
Also doing business as
Integrous Wealth Strategies · Integrous Wealth Strategies LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ian M
CFP®, Series 66
Hamilton, NJ
Integrous Wealth Strategies
Ian Mindas is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Integrous Wealth Strategies and previously worked at Purshe Kaplan Sterling Investments, OSAIC, Woodbury Financial Services, and Personal Wealth Strategies. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach emphasizing diversified core allocations, selective active strategies, and tax-aware implementation.
Justin R
CFP®, Series 66
Hamilton, NJ
Integrous Wealth Strategies
Justin Rice is a CFP® professional with 11 years of industry experience. He is currently with Integrous Wealth Strategies and has previously worked at Woodbury Financial Services, OSAIC, Mid Atlantic Resource Group, and several insurance firms. Rice serves as President-Elect and Director of NexGen at the Financial Planning Association of New Jersey and is a past Grand Knight of the Benedict XV Council 2355, a fraternal benefit society. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach with diversified core allocations, selective active strategies, and tax-aware implementation, while also engaging external managers and conducting ongoing account monitoring.
David B
ChFC®, Series 63, Series 65
Hamilton, NJ
Integrous Wealth Strategies
David Bailin is a financial advisor with Integrous Wealth Strategies in Hamilton, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Woodbury Financial Services and OSAIC. Bailin also manages insurance sales and fixed investment activities through Personal Wealth Strategies, a firm he has been associated with since 2002. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach emphasizing diversified core allocations, selective active strategies, and tax-aware implementation.
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