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Integrity Wealth Management

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Client assets under management

$77,203,000

Clients

110

10% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

28

Low

Average account size

$701,845

About

Integrity Wealth Management provides personalized portfolio management to individual and high-net-worth clients, managing approximately $77.2 million across about 110 client accounts. Services are delivered primarily on a non-discretionary basis, meaning the firm obtains client approval before executing transactions rather than trading on discretionary authority.

The firm typically recommends exchange-traded funds and uses a mix of charting and fundamental analysis, with portfolios reviewed and reallocated as market conditions or client circumstances require, generally on a quarterly schedule. Advisors may employ short-term trading opportunistically and offer a complimentary consultation to evaluate clients’ estate and retirement planning needs, coordinating with outside professionals when appropriate.

A distinctive feature of the firm is that it is a licensed insurance agency and several advisors are separately licensed insurance agents who may receive commission-based compensation for insurance products, a relationship the brochure discloses as a potential conflict of interest. Integrity operates as a small multi-advisor team with staff holding planning designations and maintains directed brokerage practices and institutional services that the firm says support its advisory operations.

Client services

Portfolio management

Expertise

Wealth management Retirement income strategy General estate planning guidance

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% Over $1,000,000+: 0.50%

Commissions

Commission-based compensation earned by licensed insurance agents affiliated with the firm for insurance products, separate and distinct from advisory fees.

Main office location

Integrity Wealth Management

6561 Palmer Park Circle, Suite C

Sarasota FL 34238-3056, United States

Number of offices

1

Most active in

Florida · Texas

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

Samuel C

Series 66

Sarasota, FL

Integrity Wealth Management

Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.

Wealth management Retirement income strategy General estate planning guidance
user avatar

Timothy P

Series 66

Sarasota, FL

Integrity Wealth Management

Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Seacrest Wealth Management, Cambridge Investment Research Advisors, Voya Financial Advisors, and Gremler Financial Group. Integrity Wealth Management provides personalized investment advice and portfolio management to individual and high-net-worth clients, managing approximately $66.3 million in assets across about 199 client relationships. The firm primarily recommends exchange-traded funds and operates on a non-discretionary basis, requiring client approval before executing trades and typically reviewing accounts quarterly.

Wealth management Retirement income strategy General estate planning guidance
user avatar

Norman M

ChFC®, Series 63, Series 66

Sarasota, FL

Integrity Wealth Management

Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation along with Series 63 and 66 licenses. He has eight years of industry experience, including roles at Sequent Financial, OSAIC Wealth, Ameriprise Financial Services, and Mutual of Omaha Investor Services. Outside of advising, he is also an insurance agent with Per Vitam Insurance Services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes non-discretionary management focused on exchange-traded funds and coordinates with other professionals on estate and retirement planning.

Wealth management Retirement income strategy General estate planning guidance
user avatar

Massimo T

Series 65

Sarasota, FL

Integrity Wealth Management

Massimo Teresi is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 65 designation with one year of industry experience. Before joining Integrity Wealth Management in 2025, he worked at Swan Retirement Strategies and has experience in both the financial and retail sectors. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm focuses on non-discretionary management, mainly recommending exchange-traded funds, and integrates insurance services through its licensed agency affiliation.

Wealth management Retirement income strategy General estate planning guidance
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