With Integrity Wealth Management

With Integrity Wealth Management

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About

With Integrity Wealth Management focuses on retirement income planning. If you are approaching or in retirement and want to find ways that may preserve your capital while giving you a consistent income stream, we can craft a plan for you. We have helped countless couples, widows, and those who are newly single. Let us help you preserve your wealth and use your assets to make the most efficient income.

We’re the local team on the Village Green in The Pinehills. We live locally, work locally, and are involved locally. You will see us at the Market, on the baseball fields, at the Priscilla Beach Theater, at Boy Scouts events, on mountain bike trails, or in church—and we welcome you to say hello. You can always stop in the office for a cup of coffee, too.


Highlights

6 employees
21 years in business
Serves Plymouth , MA

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    Frequently asked questions

    We take the time to understand your goals, needs, challenges, and attitudes before we implement a financial program. Your money can serve you more effectively if we advocate a course of action you feel comfortable with. By actively participating in the planning process, you retain control each step of the way.

    After we assess needs and goals, we will suggest a mix of options to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

    When we implement your investment program, we at With Integrity Wealth Management monitor your investments’ performance and consult with you regularly to ensure that the program continues to reflect your current goals.

    To preserve your wealth, we focus on conservative wealth management geared to your personal needs, values, goals, and risk tolerance. To that end:

    We weight your portfolio with investments that include corporate and government-issued bonds, municipal bonds, mutual funds, closed-end funds, fixed and variable annuities, and REITs.

    We can and do access other investments, including stocks, per your request and as they meet your tolerance for risk.

    We can design your portfolio to help provide a steady income stream independent of the ups and downs of the stock market.

    We focus on maximizing yield, which we believe provides a better route to securing and growing your wealth.

    Risk management with life insurance and long-term care insurance strategies.

    With Integrity Wealth Managment works focuses on client with $1,000,000 of investable assets.  Many of our clients are in the Medical, police & Fire, executive, and newly single (widowed & divorced) who are looking for guidence on how to navigate their financial world. 

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    Services offered

    Financial Services And Planning