About Integrity Point Advisors
Welcome to Integrity Point Advisors, where your financial future is our foremost priority. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management.
Who We Are
At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals.
Fiduciary Commitment
At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell – our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer.
Breaking the Traditional Mold
Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest.
Building Lifelong Partnerships
Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future.
Choose Integrity Point Advisors – where your goals become ours.
Services
FINANCIAL PLAN CREATION
We craft comprehensive financial plans tailored to your individual needs, ensuring that you are on a sustainable path to achieving your short-term and long-term financial goals.
INVESTMENT MANAGEMENT
Our investment strategies are designed to optimize returns while minimizing risk. We continuously monitor market trends and provide informed recommendations, ensuring your investments are aligned with your financial objectives.
RETIREMENT PLANNING &
EMPLOYEE BENEFITS
A secure retirement requires meticulous planning. We specialize in creating robust retirement strategies, ensuring you can retire with confidence. Additionally, we offer advisory on employee benefits, ensuring they align with your financial goals.
INSURANCE PLANNING &
RISK MANAGEMENT
In an uncertain world, being prepared is crucial. We assist in identifying potential risks and recommending appropriate insurance solutions, ensuring that you and your loved ones are protected against life's unpredictables.
TRUST & ESTATE PLANNING
Safeguarding your legacy is of paramount importance. We offer guidance on creating trusts and estate plans that ensure your assets are distributed according to your wishes, minimizing potential conflicts and taxes.
TAX PLANNING
Navigating the complexities of tax regulations can be daunting. Our experts stay abreast of the latest tax laws and strategies to help you maximize savings and remain compliant.
Meet the Team
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What does it mean to be a fiduciary, and why is it important?As a fiduciary, we are obligated to put our clients' interests ahead of our own. This means we provide financial advice that best suits your needs, offering transparency and trustworthiness in every decision we make on your behalf.
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What types of investments do you offer?We offer a diverse range of investment options including stocks, bonds, managed portfolios, and alternative investments to best align with our clients’ financial goals and risk tolerance.
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Do you specialize in serving certain types of clients?Yes, we have a strong affinity for working with doctors, executives, and engineers, as well as clients in the accumulation stage seeking growth and those in the distribution stage desiring efficient strategies for using their investments.
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What are your fees for financial planning services?Our clients typically pay somewhere around 1% for our services, but this will vary based on the complexity of services needed and the level of assets we manage. Our goal is always to minimize your overall costs.
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Can I meet with you with no obligation?Absolutely! We offer an initial phone consultation to understand your financial situation and determine if our services are a good fit for your needs.
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Can you collaborate with my accountant and attorney?Yes, we frequently work in concert with our clients' other professional advisors to develop comprehensive and efficient strategies tailored to your unique circumstances.
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How often will you meet or communicate with me?We are available whenever you need us, with a minimum of two discussions per year to update you on your account and plan adjustments. We are also open to more frequent communications, especially at the start of our relationship.
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Do I need a financial advisor?As life grows more complex, the benefits of a personal relationship with a financial advisor become clear. Whether it's managing taxes, saving for retirement, or planning for major life events, an experienced advisor can provide invaluable guidance.
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How often are investments adjusted?We do not engage in frequent trading; instead, we follow a deliberate rebalancing procedure, adjusting accounts based on market conditions, personal circumstances, or investment strategy shifts.
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Will you consult me before making changes to my portfolio?We manage most client accounts on a discretionary basis, allowing us to act promptly in your best interest. We establish the general portfolio structure with you and rebalance as needed, but we can also inform you before any major adjustments if you prefer.