Meet IWM

Why Choose Us

financial advisor showing information to clientsWhen you choose Integrity Wealth Management, LLC (IWM), you get access to a full suite of financial planning services. You will get the personal attention of a small firm while benefiting from the support of large investment firms. We keep our costs low and pass the savings along to our clients, enhancing their investment returns. The advice you will receive comes from a team of experts, tested by real-life experiences:

  • Achieving financial freedom through disciplined investing strategies
  • Minimizing taxes using retirement accounts and tax-free investments
  • Maximizing retirement income without excessive risk
  • Protecting loved ones with efficient use of insurance
  • Raising children and saving for their educations
  • Caring for aging parents and managing estates
  • Supporting clients who experienced divorce or the loss of a spouse

Our Clients

We have great respect for our clients and strive to understand their concerns and goals. They are capable professionals who choose IWM because of our expertise. Our clients are:

  • Physicians and medical professionals
  • Business owners
  • Executives and professionals
  • Attorneys
  • Retirees
  • Divorcees and widows

Our Story

While managing our family and careers, we kept our sights on the goal of owning a business that would positively impact others. Planning and investing were part of our DNA. Living through several recessions motivated us to enhance our skills and become better investors.

In 2002, we helped our mothers who were widowed and declining in health. We consolidated assets, established budgets and improved portfolios through asset allocation and diversification strategies. Our work gave our mothers peace of mind and gave us a sense of fulfillment. We realized our business needed to be about helping others with planning and investing, just like we helped our family.

Since our inception in 2004, IWM has grown to serve clients across the USA. Our clients are like the family members that inspired the business. Our mission is to help our clients ensure their financial futures while taking the worry and stress out of the process.