Cliff Westberg, CFP^®, CSRIC^®, CPFA^®, CPWA^®

Clifford "Cliff" Westberg is the Founder and President of With Integrity Wealth Management, a boutique wealth management practice he established in 2003 in The Pinehills community of Plymouth, Massachusetts. With more than 30 years of experience in the financial services industry, Cliff has built his practice around one guiding principle: providing objective advice while always putting clients' best interests first.

Prior to founding With Integrity Wealth Management, Cliff served as a financial advisor with Janney Montgomery Scott and Merrill Lynch, where he specialized in portfolio management, retirement planning, and investment income strategies. Today, he works with successful individuals, families, retirees, and business owners, helping them navigate complex financial decisions through thoughtful planning and disciplined investment management.

Cliff is a CERTIFIED FINANCIAL PLANNER® professional and holds several advanced industry designations, including Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered SRI Counselor® (CSRIC®). He also maintains FINRA Series 7, 63, and 65 securities registrations, along with Massachusetts life, accident, and health insurance licenses. Cliff earned his Bachelor’s Degree at Boston University and Plymouth State College and remains committed to continually expanding his knowledge to better serve his clients.

A lifelong believer in giving back, Cliff has been actively involved in numerous nonprofit and civic organizations throughout the South Shore. His community involvement includes serving as a Charter Member of the Plymouth Sunrise Rotary Club, a member of the Advisory Board for the Plymouth Salvation Army, Chair of the Investment Committee for Pilgrim Hall Museum, and a member of the Board of Governors for the Old Colony YMCA – Plymouth. He is also a member of the Financial Planning Association.

Outside the office, Cliff enjoys staying active through skiing, golfing, fishing, biking, and competing in triathlons. He lives in Plymouth and enjoys spending time with his two children, Connor and Katie.

Cliff's commitment to exceptional client service and professional excellence has earned him recognition throughout his career. He has been named a Five Star Wealth Manager* multiple times and was recognized as a Commonwealth Financial Network® Founder's Club advisor for 2024, placing him among the firm's top-performing advisors. While awards are appreciated, Cliff measures success by the lasting relationships he has built and the confidence his clients place in him and With Integrity Wealth Management.

*2013, 2021, 2024, and 2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in February 2025 based on data gathered within the preceding 12 months. Of 4,671 advisors considered, 528 received the award. The award is not indicative of future performance or investment success, and individual client experiences may vary.