Our Philosophy

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.

Investing can be confusing.  You may be afraid to take risks or may not be sure which risks to take at each stage of your life.  At With Integrity Wealth Management, we can help you with your investing needs by finding an allocation that is suited for what your goals are today and what they will be long into the future -- as we all know things change and life happens!  Your risk appetite will also change as you reach each of life’s milestones; we will be here along the way.

We cater to your needs by working to:

  • Reduce overall investment risk
  • Create reliable investment forecasts
  • Increase your risk and return trade-off

We’ll help you build your portfolio, depending on your investment needs.  We offer advice and expertise on anything from:

  • Traditional investments you’ve probably heard of before: stocks, bonds, mutual funds
  • Less common investments you may not be familiar with: separately managed accounts, option strategies, short-term assets, annuities
  • Alternative investments: managed futures, hedge funds, oil and gas, tax shelters, real estate (involve higher risk and limited liquidity)
  • Employer-related plans: retirement plans, stock options & restricted stock, deferred compensation plans

Our goal is to help you find the investment mix that works for you and your risk comfort level.  We’ll take away the headache of worrying about investments, since you have so much more to focus on!

 

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