At With Integrity Wealth Management, we believe in the power of individual choice. After all, it was that same power that founded our practice.
When you go to a big financial professional with a famous Wall Street name, you do not necessarily get that choice. Although many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation. That choice is made by people who do not know you and often impose sales quotas on the financial professional helping you.
In other words, your investment choices are often limited choices and there may be hidden agendas. We do not think it is the right way to do business.
Here is what we think is the right way to do business:
- Care for our clients in the way we would want for ourselves. We founded With Integrity Wealth Management to be the place we would want to be clients. We would want to be respected, informed, and heard. We believe our clients to deserve the same.
- Know our clients and their goals. We understand investing is more than a numbers game; there is emotion involved as well. People assign different values to money and approach investing for many reasons. When we first get to know each other, we ask a lot of questions to learn about you as a person and we will tailor your plan accordingly. We want to be just as excited about your dreams as you are.
- Treat clients like people, not like portfolio balances. One thing you will notice about our practice is we are friendly, down to earth and good listeners. Having been in the business a long time, we have encountered this mix of attitudes—and a both good and bad market cycles. We have perspective that can help keep you on an even keel through the ups and downs.
- Empower clients to feel confident about their decisions. You do not have to know the difference between a REIT and a UIT when you come to see us. We are happy to explain it to you if you are curious. If you are not, that is okay, too. Some clients want to take more of a hands-on role in the investment process; others want less involvement. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge your money is working effectively for you.
With Integrity Wealth Management follows prudent financial principles and treats your money responsibly. As your needs and financial picture changes, we work with you to adjust course accordingly. We monitor your portfolio’s performance so can spend time enjoying things you would rather be doing.