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New to Financial Advice

Activate Your Wealth

Your wealth is growing and you have investable assets, but now what?  You feel as if you may need help, but are unsure of what that looks like, how much it might cost, and what value it brings.  Working with an experienced and trusted wealth advisor might be just what you are looking for.

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Maybe you have worked hard and are seeing your investment balance become meaningful, or maybe you are about to receive a significant sum of money through a business sale or an inheritance. There are a lot of financial items to attend to as your investment balance grows and as you become older. It can be challenging to put together a financial plan, select an appropriate mix of investments, know how best to give to charity, or determine how to fund college expenses for your children or grandchildren. A true wealth advisor will help you work through all of these issues and much more.

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 “Fees typically Charged by Fiduciary Firms” on this topic that provides much more detail. 

The high net worth clients of Integrity receive financial planning, investment management, income & liquidity analyses, and help in the areas of charitable giving and tax minimization. We also will work directly with our clients’ estate attorneys, CPAs, and insurance agents and quarterback the entire group if desired. For clients that may not have enough assets to become a full client, we provide hourly financial planning.
We will provide assistance to anyone that needs it. For clients that have less than $250,000 in investable assets for us to manage, it may make more sense to pay us an hourly rate for financial planning.

Integrity Wealth Advisors is a Trust company and therefore is under the fiduciary standard. This means that we are legally bound to always present to our clients what we fully believe is in their best interests. Learn why the fiduciary standard is a must.


Learn more from a friendly advisor like Larry today.

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Products of Integrity Wealth Advisors are not FDIC insured; are not depositis or other obligations of, or guaranteed by, Integrity Bank & Trust; and may be subject to investment risk, including the possible loss of principal. 

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