With Integrity Wealth Management was founded in 2003 by Cliff Westberg, CFP®, after 11 years of working as an employee of big firms. Throughout the years, he has seen an increase in the demand for honest, impartial advice without the quotas, pressures, and back-room politics of the big firms. This especially true as clients have become more knowledgeable.
Cliff’s goal was to create a practice where the only people he answered to are the clients. Your advisors can be seen as neighbors, and there is value of getting to know each other over a cup of coffee on the Village Green. That doesn’t usually happen when calling the 800 number of a national firm.
He would ask his clients this question: “If we continue to work together, and I was no longer at a ‘large Wall Street firm,’ what would be the most important factor for you?” The top written response was that they “wanted to work with someone that conducted themselves with integrity.” This answer created the name of the new firm.