We strive for excellence
We work hard to give you an extraordinary level of personal service. Our team is made up of experts with unique backgrounds and experience. Our advisors hold multiple professional designations such the CIMA® and CIMC®, which is taught through the Wharton School of Business, CRPC®, and the AIF®. Through annual continuing education, we strive for excellence to increase our expertise so that we may exceed your expectations.
Our Investment Philosophy
Protect and grow. That is our investment philosophy. Through thoughtful portfolio design and active monitoring, we want our clients to successfully reach their goals. We offer diversified strategies, specialist managers, alternative investments, tax-managed portfolios, private equity exposure and risk mitigation strategies. Our clients benefit from having Investment Policy Statements that outline the strategy and expectations.
Bob Bruce, CIMA®, CIMC®, AIF®
Watch this video to learn more about the core values and best practices of Integrity Wealth Consulting.
These are principles established by Bob Bruce, founder of Integrity Wealth Consulting, LLC. His unbiased view of the financial services industry came from his experience as an Emmy award-winning television anchor and reporter.
"After working in TV for 37 years, you become a consumer advocate by training," he explains. "When I started the firm, I wanted to be able to take that unique approach and apply it to financial planning. Our mission is always to do what is in the client's best interest."
Bob began working as a financial planner in 1998. He spent six years working at several mid- to large-sized firms in downtown Pittsburgh before affiliating with one of the largest independent broker/dealers in the country, Commonwealth Financial Network®. His clients appreciate his comprehensive approach to wealth management, his ability to communicate in up and down markets, and his straightforward approach. He credits his southern upbringing for some of those talents.
"I was raised in a house with five willful women. You learn to listen when you don't get much of a speaking part."
Bob is a member of the prestigious Investment Management Consultants Association. He holds the Certified Investment Management AnalystSM (CIMA®) and the Certified Investment Management Consultant (CIMC®) designations as well as the Accredited Investment Fiduciary® (AIF®) certification; and is the recent recipient of the 2012 FIVE STAR Wealth Manager Award*, a prominent award that less than 7% of all wealth managers in the state of Pennsylvania receive. The selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. FIVE STAR Wealth Manager is the largest and most widely published wealth manager award program in North America.
Along with his continuing efforts to stay highly educated in the financial world, Bob is also a member of these associations, charities, and fundraising events: National Association of Royalty Owners (NARO), GoMarcellusShale.com, Pennsylvania Independent Oil and Gas Association (PIOGA), Independent Oil and Gas Association of West Virginia (IOGA of W. VA), Beaver/Butler County American Heart Association (AHA), Multiple Sclerosis 150 (MS 150).
Bob has broad expertise in wealth management, tax management, estate planning, retirement planning, college planning, and insurance needs planning. He has a license for life insurance. He is married and has two children. Bob is committed to many local and national charity events. He is a Penguins Hockey fan and a dedicated cyclist.
Bob Bruce is proud to have been recognized as a Winners Circle advisor for 2012a distinction attained this year by just 10 percent of advisors affiliated with Commonwealth Financial Network.
Newlin Archinal, CFP® CRPC®
Easy to understand.
Those are the values Newlin Archinal brings to her clients after spending almost 15 years as an Emmy-nominated journalist and business editor.
"I come to the profession with a unique perspective because I have spent most of my adult life getting people to open up about their fears, concerns, needs, and desires. That is what sets us apart from most advisors."
After a successful career as a television anchor, Newlin joined Integrity Wealth Consulting in 2008. She believes that being an advocate for clients and educating them are essential parts of the financial planning process.
"Investors become frustrated because financial terms are so confusing. I can explain complicated concepts in lay terms because that is what I've been trained to do. I have even used a peppermint patty on the conference table to demonstrate how a bond works."
Newlin's passion is helping her clients prepare for retirement. She has earned the Chartered Retirement Planning Counselorsm designation. She also assists clients with wealth accumulation, tax management of wealth, estate planning, and college funding.
Newlin is a graduate of Ithaca College and currently holds the FINRA General Securities Series 7 and Series 66 registrations through Commonwealth Financial Network. She has a license for Life, Health, Disability, and Long-Term Care Insurance. Newlin is a member of IMCA, the Investment Management Consultants Association, which is a group that sets high ethical standards for those in the investment management profession and has ties to the Wharton School of Business.
She is married with three children, actively volunteers for the Western Pennsylvania Arthritis Foundation, coaches Girl's Lacrosse, and is a Penguins Hockey fan.
Scott Bruce, Chief Operations Analyst
Scott is the son of Robert Bruce and serves as the firm's Chief Operations Analyst. In this role, Scott is responsible for Integrity Wealth's ongoing commitment to excellence in client services and communications. He brings a wealth of knowledge of customer relations and internal operations to the firm from the retail sector.
Scott holds the FINRA Series 7 and 66 through Commonwealth Financial Network, as well as his license for Life, Health, Disability, and Long-Term Care Insurance.
Scott is a 2005 graduate of Duquesne University where he made Dean's List and received a BA in Communications/Business. He was also a member of the fraternity ATO, Alpha Tao Omega, which supported a number of charitable organizations.
Scott is an avid cyclist and Penguins Hockey fan, and continues to volunteer his time to a number of local charities.
Allan Jones, Chief Compliance Executive
These are the goals that Allan Jones brings to all our relationships here at IWC as a chief compliance executive. Along with a lengthy background in customer service and management, Allan's background includes Homeland Security and counter-terrorism. His unique training gives our firm, and our clients, peace of mind when it comes to the security of sensitive information. In addition, Allan focuses on our compliance needs.
Allan graduated Magna Cum Laude from Kaplan University where he made the president's list and received a BS in criminal justice. He was also a member of Alpha Beta Zeta honor fraternity and the National Society of Collegiate Scholars.
Allan is married and lives in the Pittsburgh area. He is a former soccer player who played on an Olympic development team, likes working with aspiring soccer stars as a volunteer, and is currently working on his second black belt in martial arts.
*2012 FIVE STAR award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm's internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers' future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information please visit www.fivestarprofessional.com.