Integrity Wealth Management, Inc.

Integrity Wealth Management, Inc. is a Registered Investment Adviser founded by Brian S. Simpson in May 2009. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. They offer fee-only services, focusing on customized portfolios tailored to each client's goals and risk tolerance. The firm primarily invests in no-load mutual funds, ETFs, and individual stocks and bonds through Charles Schwab & Company or Fidelity Investments. Clients can engage in financial planning services at no additional fee, with options for comprehensive planning or single-subject consultations. The firm charges asset management fees based on a percentage of assets under management, with a tiered fee structure. There is no minimum account size, but an annual fee of at least $1,000 may apply. Integrity Wealth Management acts as a fiduciary and does not receive commissions or finder's fees. Clients maintain control over their assets, with the firm having discretion to place trades under a limited power of attorney. The firm does not use performance-based fees and discloses potential investment risks, such as interest-rate, market, inflation, and liquidity risks. No disciplinary events are reported, and the firm does not engage in other financial industry activities or affiliations. Clients' accounts are reviewed regularly, and the firm does not vote proxies on behalf of clients. Brian S. Simpson and Craig S. Wessels are the principal owners and investment advisor representatives, with no disciplinary disclosures and clear educational backgrounds and business experiences.