Integrity Wealth Management Overview
- Headquarters
- Sarasota, Florida, United States
- Phone Number
- Available in AeroLeads
- Website
- iwmfl.com
- Industry
- Financial Services
- Employees
- 20
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Integrity Wealth Management
Based in Sarasota, Florida, Integrity Wealth Management, Inc. (IWM) is a registered independent advisory firm dedicated to helping those at or near retirement create solutions for attaining their lifestyle and income needs. We create personalized plans for each of our clients and develop long-lasting relationships with the individuals and families we serve. IWM specializes in long-term, low-risk investments, wealth preservation, tax-efficient plans for distributions, life insurance and annuities. We have also created strategic partnerships with area accountants and attorneys to ensure comprehensive service is readily available when preparing for your future. We are committed to upholding the values of integrity, honesty, competency and stewardship while treating you with the respect and kindness you deserve.
Integrity Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Integrity Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Craig Wessels | Coeur D'alene, Idaho, United States |
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| Beverly Hayes | Marketing and Advertising Professional | Woodstock, Georgia, United States |
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Phone
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| Samuel Cione | President at Integrity Wealth Management | Sarasota, Florida, United States |
Email
Phone
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| Steve Klaers | Financial Advocate | Greater Minneapolis-st. Paul Area, United States |
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Phone
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Employees by Management Level
Individual contributor
5 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Executive | 2 | 2 | 2 |
| Finance | 2 | 2 | 1 |
| Marketing | 1 | 1 | 1 |
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