ABOUT
Who are we?
Experienced Financial Advisors
Integrity Wealth was created in 2006 when founder Jeff Coplan developed a new vision for financial planning. Jeff believed that the industry should be more tailored to the client’s need with more diverse and flexible product offerings. He wanted his clients to have a customized financial plan that was designed to be easy to understand.
Integrity Wealth became the achievement of Jeff’s vision. Today, the professionals of Integrity Wealth help individuals and couples of all ages plan for their financial futures by using a systemic approach to analyze needs and develop a customized financial strategy.
We view financial planning with a holistic approach, even collaborating with other professionals to help ensure you are receiving the best and most comprehensive range of wealth management consulting services.
Clients
Who We Serve
At Integrity Wealth we have one primary goal that informs each decision we make – helping you achieve your goals. Whether you’re just getting started, preparing for retirement, or well into your golden years.
CLIENTS
Who We Serve
At Integrity Wealth we have one primary goal that informs each decision we make – helping you achieve your goals. Whether you’re just getting started, preparing for retirement, or well into your golden years.
OUR SERVICES
Financial Planning
We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.
Investment Allocation
Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.
Estate Planning
Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.
Tax Planning
Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.
Retirement Planning
Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?
Education Planning
We can offer support and planning as you set education goals for your children, grandchildren, or yourself.
