Integrity Wealth Management is an independent Investment firm that has been providing financial advising services since 2005. We are a small business dedicated to helping our clients prepare for their future. Our mission is to serve our clients by combining sound strategies and strong investments to help them reach their financial goals while acting with honesty, respect, and integrity. We are a recommended SmartVestor Pro and have been affiliated with the Ramsey team since 2005.
*SmartVestor Pro is not affiliated with cfd Investments, Inc.
Learn: When we meet with our clients we gather all the relevant information we can about their situation so that we can devise an informed course of action.
Plan: Once we've learned all we can about our client's situation, goals, and desires, we then form a strategy that will best meet their needs.
Teach: After we do our research and build a strategy the next step is not to sell, the next step is to teach. When clients leave our office, they leave with a sense of confidence and clarity, and are prepared to make informed, wise financial decisions. We are not here to sell products, we are here to meet needs.
In today’s investing environment, our integrity is essential to providing the best possible service to our clients. We believe that our independence allows us to do what is best for our clients because we do not have to meet monthly production requirements, and are not forced to sell any proprietary products. We use investments that don't burden our clients portfolios with unnecessary fees.We do the research to find the best products available to our clients. We look for strong investments with long, successful track records through thick and thin before we recommend them to anyone who walks through our door. Although past performance is no guarantee of future results, we do our best to help our clients succeed, and meet their goals. And we strive to do everything in the best interest of our clients.
Services We Provide
Retirement Income Strategies
College 529 Plans
Tax Favored Strategies
Long Term Care Insurance
Passing Assets On
Trusts (Revocable, Irrevocable, Credit Sheltered, Credit Lead, etc.)
Power of Attorney