With Integrity Wealth Management has the knowledge and experience to help you pursue your financial goals. We have hosted hundreds of people at our investment workshops and take great pride in helping clients understand their options and make more informed decisions. Our staff is ready to address your concerns, answer your questions, and put you at ease.
Cliff Westberg, CFP®, CSRIC®, CPFA®
Certified Financial Planner, Chartered Socially Responsible Investing Counselor, & Certified Plan Fiduciary Advisor
Cliff is the president and founder of With Integrity Wealth Management. In 2003, Cliff opened the firm in The Pinehills and has been here since. Prior to founding With Integrity, he began his financial career in 1992 and held positions with Janney Montgomery Scott, LLC, and Merrill Lynch, where he specialized in portfolio management and investment income planning.
Cliff holds FINRA Series 6, 7, 63, and 65 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network®. He has earned the CERTIFIED FINANCIAL PLANNER™ professional designation. He was educated at Boston University and Plymouth State College.
Cliff is very active in the community and serves in the following volunteer capacities:
Charter Member of the Plymouth Sunrise Rotary Club
Member of the Advisory Board for Plymouth's Salvation Army
Member of the Investment Committee of The Pilgrim Hall Museum
Member of the Board of Governor's for The Old Colony YMCA/Plymouth
Assistant Coach for the Harvest Club U14 Girl's soccer team
Member of the Financial Planning Association of America
In his spare time, Cliff likes to ski, fish, golf, bike, and compete in the triathlons. He lives in Plymouth with his wife, Kari, and their children, Connor and Katie.
Cliff Westberg is proud to have been recognized as a Founder's Club advisor for 2020—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
After serving on active duty in the U.S. Naval Reserve for seven and a half years, Tom was honorably discharged as a lieutenant commander, and he returned to his formal business training at home. While in the Navy, he served at sea in the Pacific and Atlantic fleets and deployed overseas to the Western and Southwestern Pacific areas. He developed a taste for travel in the Navy and has driven across the U.S. three times (which he recommends highly) and has visited more than 20 countries. His three favorite foreign cities are Rome, London, and Jerusalem.
Tom is a member of the Equestrian Order of the Holy Sepulchre of Jerusalem. The Order is a worldwide Catholic order committed to the well-being of Christians and to peace and justice in the Holy Land. He is a devout Catholic and is active in lay ministry at his home parish of St. Anthony’s in East Falmouth, Massachusetts.
Tom spent his teenage years growing up in Falmouth, Massachusetts (he was born in Boston), where he still resides. There, he developed a love for the sea and boating and became proficient as a sailor. In a moment of sanity, he sold his Cape Dory sloop several years ago but is always ready to answer the call to friends if an experienced hand is needed. His love for the sea and sailing is due in part to the pursuit of the solitude and beauty of the sea.
Tom joined With Integrity Wealth Management in 2004. Tom has been in the investment consulting industry since 1994. He has held assignments with Merrill Lynch & Co. and Janney Montgomery Scott, LLC. He earned his BS in business administration from Northeastern University, concentrating in accounting and finance. His cooperative education work assignments included Merrill Lynch International Bank, London; Department of the Interior, Office of Inspector General, Washington, DC; and Boston Children’s Medical Center.
Tom is an Investment Adviser Representative of Commonwealth Financial Network® and holds FINRA Series 7, 63, and 65 securities registrations. He is also licensed as a Massachusetts producer in life, accident, and health insurance. He specializes in advising clients in investments, portfolio management, and retirement income planning.
Jim Quinlan, CRPC®
Chartered Retirement Planning Councilor
Tired of spending half his life sitting on a commuter train, Jim left a large financial corporation in Boston and began working directly with clients in 2006. When Jim gets outside of the office, he enjoys spending time with his wife, Mary, and their children, Patrick (13), Allison (10), and Thomas (8). Jim keeps busy as a Boy Scout dad and assistant leader, driving to dance and cheerleeding, and volunteering on the Board of Directors of the Plymouth Philharmonic. He has helped raise tens of thousands of dollars for cystic fibrosis events, such as the Great Strides Walks, Boston Marathon, and Phantom Gourmet Food Safari.
On the rare occasion when Jim gets a moment to himself, he might be wearing his top hat and firing the cannon (yes, a real cannon) with the Old Colony Club or trying to take over the world as a member and past secretary of the Plymouth Freemasons A.F. & A.M.
Jim joined With Integrity Wealth Management in 2014. He has been in the financial planning industry since 2000 and has held positions with John Hancock Financial Services, Bridgewater Credit Union, TD Bank, and Rockland Trust. He earned his BA from the Massachusetts College of Liberal Arts in North Adams, Massachusetts, and his master's from Lesley University in Cambridge, Massachusetts. In addition, Jim is a Chartered Retirement Planning CounselorSM. He holds FINRA Series 6, 7, 24, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®, as well as Massachusetts life, accident, and health insurance licenses. All of these are hanging on the wall in his office if you really want to know what they mean.
Nicole has been the executive assistant for With Integrity Wealth Management since 2005. Nicole is responsible for coordinating many of the client operations and providing administrative support to the office. Prior to joining WIWM, Nicole worked in the legal field as a paralegal/office manager since 1991. During that time, her responsibilities included assisting clients with their estate plan, wills, trusts, power of attorney, health care proxies, retirement, ERISA, and profit-share actuarial accounting needs. Nicole has earned her FINRA Series 7 and 66 securities registrations.
Nicole lives in Plymouth with her daughters, Ashley and Sydney, and their two dogs.
Kari is the administrative assistant for With Integrity Wealth Management. She runs the office more efficiently by handling daily administrative tasks and special projects. Kari comes to us with extensive experience as an office manager for a multimillion-dollar business since 1996. Her responsibilities included human resources, accounts payable, accounts receivable, and customer service.