Integrity Wealth Solutions

Integrity Wealth Solutions

Financial Services 4725 S Monaco Street 3 employees
Employees
3
Contacts
2
Emails
2
Phones
1

Integrity Wealth Solutions Overview

Headquarters
4725 S Monaco Street
Industry
Financial Services
Employees
3
Founded
2016
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Integrity Wealth Solutions

Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner. To us, the word “integrity” means always putting the client first, doing the right thing, and eliminating any conflict of interests. After working in financial advisory industry over the past 20 years, the team at Integrity Wealth Solutions realized that the advisor’s bottom line should not come first; the client’s needs, interests and success should. Thus, Integrity Wealth Solutions was born. We walked away from the traditional practice of charging a fee based on percentage of assets under management. We believe in transparency, and therefore moved into a straightforward and fair annual flat fee tiered compensation structure. As an independent Registered Investment Advisor, registered with U.S. Securities and Exchange Commission, Integrity Wealth Solutions is able to offer the independent, unbiased advice and solutions that our clients deserve. Integrity Wealth Solutions is a privately owned, independent financial planning and wealth management firm. Integrity Wealth Solutions serves as a fiduciary and our business model is not predicated by the sale of proprietary financial products and we are not affiliated with any single company. We attribute the success of our business to the cornerstones upon which we rely: integrity, process, competence and service. We believe that adherence to these four principles will result in long-term relationships with our clients, based on mutual trust and respect.

Integrity Wealth Solutions Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Integrity Wealth Solutions Org Chart

Sample employees and titles
Name Title Contact
Justina Welch, Mba, Cfp® Principal & Co-owner at Integrity
Email
Clint Thomas Principal at Integrity Wealth Solutions
Email Phone

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1

Compare Similar Companies to Integrity Wealth Solutions