Integrity Wealth Solutions
Overview
Integrity Wealth Solutions is a fee-only financial advisory firm based in Denver, Colorado, offering comprehensive wealth management and financial planning services. The firm specializes in providing personalized investment strategies and retirement planning tailored to individual client needs. Their investment philosophy emphasizes cost and tax-efficient portfolio management to help clients retain more of their investment growth. The firm's services include comprehensive financial planning, portfolio management, and customized asset allocation aligned with each client's long-term goals. They cater to a diverse clientele, including pre-retirees, retirees, physicians, small business owners, executives, and young professionals in both accumulation and retirement phases. Integrity Wealth Solutions operates under a fiduciary duty, ensuring that client interests are prioritized. Founded in 2016 by Clint P. Thomas and Justina R. Welch, both Certified Financial Planner™ professionals, Integrity Wealth Solutions has built a reputation for its transparent and client-focused approach. The firm is committed to providing insightful financial strategies customized to clients' needs under an intelligent flat fee structure, moving away from traditional advisory models that focus on high fees. Their core beliefs include flat fee compensation, comprehensive financial planning, and cost and tax-efficient investment management.
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Frequently asked questions about Integrity Wealth Solutions
What sectors does Integrity Wealth Solutions invest in?
Integrity Wealth Solutions invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Greenwood Village, Colorado, United States. Integrity Wealth Solutions is listed as a other in the ConnectSafely investor database.
What stage does Integrity Wealth Solutions invest at?
Integrity Wealth Solutions backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth.
Which regions does Integrity Wealth Solutions invest in?
Integrity Wealth Solutions invests across United States.
Who are the partners at Integrity Wealth Solutions?
Team members listed for Integrity Wealth Solutions include Clint Thomas (Principal) and Justina Welch (Principal & Co-Owner).
How do I contact Integrity Wealth Solutions?
Integrity Wealth Solutions's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
