Integrity Financial Corporation

Integrity Financial Corporation serves individuals (including high‑net‑worth clients), families, family offices, business owners, corporate retirement plans and charitable organizations. The firm provides investment and wealth management, comprehensive financial and legacy planning, family‑office consulting, and 401(k)/profit‑sharing plan consulting, managing assets on both discretionary and non‑discretionary bases.

The firm builds tailored portfolios using a Modern Portfolio Theory framework, typically employing indexed and actively managed ETFs, mutual funds and other commingled pooled vehicles with periodic rebalancing and tax‑aware positioning. For financially qualified clients it may allocate to privately offered pooled funds and alternative strategies (including private equity, private credit and real estate), and it supplements in‑house research with third‑party consulting while applying technology tools under human oversight and documented investment policy statements.

Distinctive features compared with many multi‑team advisors include Integrity’s role advising and providing portfolio management for pooled vehicles and acting as a discretionary sub‑adviser to a private fund series structured for insurance‑company investors via private placement life insurance accounts. The firm is also affiliated by common ownership with an accounting practice and maintains disclosed revenue‑sharing and referral arrangements (including a supervised‑person agreement with a credit union and licensed insurance distribution), relationships the firm identifies as potential conflicts of interest.