Who We Work With
Integrity works to forge close relationships with its clients. We are keenly familiar with what each differing type of client requires.
Business Owners and Entrepreneurs
When your job is centered on creating products/services and managing systems that, in turn, provide jobs for others, implementing a flexible, realistic financial plan for yourself commonly never makes it off the to-do list. If you are an innovator or creator in today’s marketplace, Integrity applauds your efforts. And moreover, we want to ensure that your own financial planning is not stifled while your attention is ever-focused on running your business and facilitating your dreams.
Integrity understands the challenges that nonprofits face in today’s economic environment, and are committed to supporting you in effectively and efficiently achieving your mission. We work with municipal districts, faith based organizations, charter schools, trade associations and other non-profit organizations to provide a wide spectrum of investment solutions, strategic insights and resources. We can help you develop your investment policy, provide board education, and create the strategy to achieve the organization’s objectives. Integrity’s fiduciary responsibilities guide our investment management approach. We seek to add value through an investment process that is driven by your organization’s goals and includes a wide spectrum of investment capabilities that can be tailored to your needs.
New Wealth/ Generational Wealth
Perhaps you’ve sold a business, inherited a windfall, or simply transitioned from earning money to focusing more on how much of it that you have. You may find yourself realizing that you need a trusted adviser and partner that can assist in the management of these assets to provide life-long, and perhaps legacy, income. Integrity can be that partner.
Integrity stands waiting to provide you with options and solutions that work to satisfy long-term financial, tax, and estate planning goals and requirements that work together in seamless and efficient unison. Our desire is to work with you to position what you’ve built in the proper vehicles that carry on your heritage in the ways that you design.
Physicians and Medical Professionals
Integrity understands that working long hours and dedicating yourself to the service and well-being of others commonly results in a lack of planning for yourself; or worse, entrusting your hard-earned savings to an ineffective wealth manager. Choose to work with a team of financial professionals who stand side by side along with you, putting in the long hours, so that your security now and in your retirement years is intimately and thoughtfully cared for.
Professionals and Executives
Integrity understands the needs and requirements of progressive financial and tax planning for today’s professional and corporate executive. Whether your primary compensation is derived from W2 income, partnership interests, or if you also have financial considerations in the form of stock options and bonuses, Integrity can implement a plan that suits your specific circumstance including company retirement plans, defined benefit plans, and other strategies.