Integrity Wealth LLC logo

Integrity Wealth LLC

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Client assets under management

$282,238,825

Clients

245

49% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

41

Low

Average account size

$1,151,995

About

Integrity Wealth provides investment advisory and comprehensive wealth management to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations and retirement plans. Services include discretionary portfolio management using diversified mutual funds and ETFs, standalone financial planning engagements, and 3(21) retirement plan advisory services.

The firm builds customized, primarily long‑term portfolios after evaluating each client’s goals, risk tolerance and financial situation, employing both fundamental and technical analysis and occasionally using individual stocks, bonds or options. Client relationships emphasize continuous personal contact, discretionary oversight, and periodic formal reviews with reporting delivered through the client’s custodian.

Integrity Wealth operates an educational practice under the d/b/a Retirement Intelligence and offers retirement‑planning seminars and workshops through a local college; those sessions are explicitly educational rather than product sales and the firm reports it does not receive compensation for them (attendees may pay a college registration fee). The firm also maintains an institutional platform relationship with Fidelity that provides research, technology and other economic benefits (including launch‑related reimbursements), and its advisory team includes multiple CFP‑certified advisors with a designated chief compliance officer overseeing personal‑trading and fiduciary policies.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning services offered on a fixed fee basis ranging from $1,500 to $5,000 per engagement.

Percentage

$0+: Up to 1.75% annually (wealth management fees are negotiable and based on factors such as services provided, asset level, and complexity) $0+: Up to 1.50% annually (retirement plan advisory fees, negotiable based on plan size and complexity)

Other

Fee-only: Wealth management fees based on assets under management; Financial planning fixed fees $1,500 to $5,000 per engagement; Retirement plan advisory fees up to 1.50% annually.

Main office location

Integrity Wealth LLC

576 Olive Street, Suite 303

Eugene OR 97401, United States

Number of offices

2

Most active in

California · New Mexico · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew M

CFP®, Series 66

Eugene, OR

Integrity Wealth LLC

Matthew Mathiesen is a CFP® with 13 years of industry experience, currently serving as an advisor at Integrity Wealth LLC. He previously worked at several firms including JourneyTree Financial Advisors and Merriman Wealth Management. Integrity Wealth LLC serves individuals, trusts, estates, and businesses with services such as discretionary investment management and comprehensive wealth planning. The firm employs a fiduciary approach, builds customized portfolios using low-cost mutual funds and ETFs, and offers educational retirement seminars through a local college.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Charles B

CFP®, Series 63

Brookings, OR

Integrity Wealth LLC

Charles Blozinski is a CFP® professional with 21 years of industry experience. He is currently with Integrity Wealth LLC, a team-based firm, and has been associated with Wild Rivers Financial Services, LLC for over 20 years. Integrity Wealth serves individuals, trusts, estates, and businesses with a variety of advisory services, including discretionary investment management and comprehensive wealth management. The firm employs a long-term, customized investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, and offers educational seminars through a local college under its Retirement Intelligence d/b/a.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Scott S

CFP®, Series 63, Series 66

Eugene, OR

Integrity Wealth LLC

Scott Sanders is a CFP® professional with 24 years of industry experience. He is currently with Integrity Wealth LLC, where he has worked since 2024. His prior experience includes roles at TRUE Private Wealth Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sanders is also the owner of Retirement Intelligence, LLC, which offers educational classes on retirement planning. Integrity Wealth serves individuals, trusts, estates, and businesses through discretionary investment management, comprehensive wealth management, standalone financial planning, and retirement plan advisory. The firm employs a five-advisor team and manages approximately $260 million across nearly 200 client relationships, focusing on customized, long-term portfolios using low-cost mutual funds and ETFs alongside selective individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jennifer P

Series 65

Eugene, OR

Integrity Wealth LLC

Jennifer Paterson is a Series 65-licensed financial advisor with six years of industry experience, currently with Mainsail Financial Group in Eugene, Oregon. She has worked at Mainsail since 2025 and previously operated Journey Tree Financial Advisors since 2017. Outside of financial advising, she is a partner in JP Home Renovation, a general contracting business where she manages bookkeeping, scheduling, and marketing. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and employs analytical methods including asset allocation, fundamental, technical, and quantitative approaches to align investments with client goals and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jesse C

CFP®, Series 63, Series 66

Eugene, OR

Integrity Wealth LLC

Jesse Coffee is a CFP® with 11 years of industry experience, currently serving at Integrity Wealth LLC. He previously worked at TRUE Private Wealth Advisors, LLC and Merrill Lynch. In addition to his advisory role, Jesse owns Retirement Intelligence, LLC, which provides educational classes on retirement planning topics. Integrity Wealth LLC is a five-advisor team managing approximately $260 million for individuals, trusts, estates, and businesses. The firm offers discretionary investment management and comprehensive wealth management, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and selective individual securities, while acting as a fiduciary in client engagements.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Teresa H

Series 66

Eugene, OR

Integrity Wealth LLC

Teresa Hughes is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Integrity Wealth LLC and has previously worked at True Private Wealth Advisors, Charles Schwab, 44 Wealth Management, and Merrill. Integrity Wealth LLC serves individuals, trusts, estates, and businesses with a range of advisory services including discretionary investment management and comprehensive wealth management. The firm uses customized, long-term oriented portfolios built with low-cost mutual funds and ETFs, supplemented by individual securities, and offers financial planning and retirement plan advisory through a five-advisor team managing approximately $260 million in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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