Welcome to Integrity Wealth Consulting.
Our mission is simple: we want to empower you and your family to use your wealth to live a fulfilling life. By employing our time and unique talents, we help you identify your goals and dreams. Then, based on our analysis of your financial life, we develop comprehensive, personalized strategies to help you successfully achieve your vision. Our goal is to act as your personal Chief Financial Officer, guiding you through complex decisions so that you can have financial confidence.
HOW WE ARE DIFFERENT
The advisors at Integrity Wealth have more than 50 years combined experience educating and empowering people. Founder Bob Bruce, a Certified Investment Management Analyst® and Emmy award winning journalist, along with Newlin Archinal, an Emmy-nominated journalist and Chartered Retirement Planning Counselor®, draw upon their unique consumer advocacy experience to help their clients plan their financial lives. Integrity Wealth is an independent wealth management firm using its unbiased independent approach and consumer advocacy experience solely for your benefit so we can help you protect and grow your wealth.
Integrity Wealth is an all-encompassing firm built on objectivity and trust. We offer numerous services: complete financial plans, estate planning, retirement planning, insurance and asset protection, and company stock options strategies. The firm has strategic alliances with attorneys and certified public accountants for added estate planning and tax expertise.
Bob and Newlin work with clients around the country helping families, business owners and professionals achieve their financial goals. Integrity Wealth Consulting chose to partner with Commonwealth Financial Network, with offices in Waltham, MA and San Diego, one of the preeminent independent broker/dealers in the United States. This ensures clients receive a wide variety of non-proprietary investment choices to complement their goals. The partnership also helps Integrity Wealth serve clients in a seamless and efficient manner by providing state of the art back office, and technology support.
WE ARE INDEPENDENT
IWC is a privately-held company. As business owners, we value trust and relationships. Being independent means we sit on the same side of the table as the client. This along with providing fee-based advice allows us to avoid any conflicts of interest and use the best possible solutions for your financial plan. As fiduciaries, your interests always come first and we pledge to be transparent in all aspects of our relationship, disclosing our fees and potential conflicts of interest.
How can we be of value to you?
Five Star: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.