Our Exclusive Wealth Management
What sets Integrity Wealth Management apart from the rest? Our WealthTrac TM proprietary wealth management program. Created by Integrity Wealth Management especially for its family of clients, WealthTrac TM integrates numerous financial solution sets.
Because no two clients have the same financial profile, Integrity Wealth Management customizes each financial program we develop to each client’s individual objectives and concerns. Working closely with you, we prioritize your goals and develop a comprehensive personal financial life plan that seeks to meet your needs now and continues to address the financial health and confidence of future generations.
We believe you cannot make smart financial decisions without a thorough understanding of your current financial situation. We begin with an in-depth evaluation of your complete financial profile, including your financial and investment management, business agreements and benefits, tax planning, liability analysis, insurance management planning, and legacy planning.
This evaluation will help Integrity Wealth Management to determine what areas of your financial profile require attention. With this initial assessment, Integrity Wealth Management will create your personalized WealthTrac TM and financial life plan. Our goal is to provide appropriate alternatives, and tying these selected alternatives to a clear implementation agenda and timeline. Lastly, because things change, we will continue to monitor and update your personal WealthTracTM in the future.
The WealthTracTM process incorporates three critical components required for a powerful program that truly reflects all of your financial interests:
We strive for Results Through Teamwork
Fully integrated collaboration among your financial professionals is critical to financial independence. We will coordinate your wealth plan with your attorney, CPA, banker and other professionals to ensure that everyone is "on the same page" with your financial program and working toward the same goal.
Proactive and Diligent Performance
We believe our attentive and resolute service strives to provide the elements of your financial life plan come together smoothly and on schedule. We work effectively with you and your advisors to facilitate seamless delivery and integration of services across the various professional disciplines to move your plan to the next step.
Ongoing Evaluation and Revision
In life – and in your financial matters – the only certainty is change. The WealthTrac TM process strives to provide the flexibility to adapt to both planned and unplanned changes in your financial profile.