Integrity Wealth Solutions LLC

The firm serves individual and family clients — including high-net-worth and non‑HNW households — as well as retirement plans and other nonprofit entities, providing ongoing portfolio management and comprehensive financial planning. Services include developing investment policy statements, implementing and monitoring portfolios at third‑party custodians, quarterly reporting, tax‑loss harvesting recommendations, and incorporation of held‑away assets into overall allocation.

Investment approach is allocation‑driven and grounded in a long‑term acceptance of the Efficient Market Hypothesis, favoring broad diversification across mutual funds and ETFs and primarily passive strategies while incorporating active managers when warranted. The firm rebalances portfolios, considers tax‑efficiency in security selection (including municipal bonds and ETFs), and may recommend specialist products such as buffer funds for clients where suitable.

Noteworthy differentiators include a relatively large asset base managed by a small advisory team (about $369 million in discretionary AUM for roughly 186 client relationships), and the firm’s explicit use of paid listings on independent third‑party websites as part of its advertising — a practice it notes is for visibility rather than referral contingency. The firm also provides fiduciary 3(21) services to ERISA plans and is deemed to have constructive custody where it is authorized to deduct fees or use standing letters of authorization for third‑party money movement.