You have built wealth, and know that you and your wealth have a greater purpose than simply achieving the “nest egg”. Or, maybe you have not been able to experience a deep sense of trust with your current counsel. Working with a trusted wealth advisor that has your best interests at heart and that desires to see your vision come to life can be the solution you are searching for.
We believe that every person has a vision for their wealth and resources. You may not have thought through it completely, you may not have written it down, but you have one.
We define success by seeing our clients’ unique visions come to life. We value our clients and what they want to accomplish with their wealth and resources, and use all of our resources and experience to make sure it happens. We invest our time and energy into our clients. They are not an account number, they are our friends.
There are a variety of ways that financial professionals are compensated for their work. As a fiduciary firm, Integrity Wealth Advisors is compensated primarily through an Assets Under Management (AUM) Fee. The mutual funds and exchange-traded funds (ETFs) that we use for client portfolios have their own internal expenses, none of which is “kicked back” to us. We never use investments that charge you a sales commission. Please see our Guide on this topic that provides much more detail.
No, we have clients around the country.
Yes, we prefer to work with our clients’ attorneys, CPAs, and insurance agents. We will also serve as the quarterback, if desired, for all of your counsel to make sure everyone is on the same page regarding what we are trying to accomplish for you, how it will be done, and how we can work together to maximize your wealth.
We use low cost mutual funds and exchange-traded funds (ETFs) for both bonds and stocks. For clients that transfer them to us for oversight, we will manage and provide analysis on individual stocks. We also use high-yielding money market funds, CDs and individual bonds in certain situations. For clients that understand the risk and can afford the risk, we also offer private-market “alternative” investments.
Yes, an important subset of our client base is made up of non-profit and for-profit businesses.