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Your Legacy Is Our Strategy

Integrity is a Registered Investment Advisor that provides leadership and expertise in wealth management and business financial planning.

About Us

Working with Integrity

Integrity is a Registered Investment Advisor that provides leadership and expertise in wealth management, business financial planning, and legacy planning. We strive to deliver an exceptional client experience through tailored solutions to meet our client’s most complex financial challenges. Our holistic planning empowers you to build a financial legacy and successfully pass it on to your family and charitable causes.

Whether you are just starting out or already enjoying retirement, we help countless individuals just like you. Our advisors serve a wide array of clients including individuals, affluent families, small businesses, institutions, and non-profits. No matter the scope of your business or the size of your account, we can create a customized financial plan that is tailored to your unique situation and investment goals.

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services

Core Competencies

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Technology

A crucial part of any investment advising solution is the client’s ability to easily access account information in real-time.  A best in class technology suite should be available to accomplish this goal.  In addition, a fully integrated suite provides clients with the ability to organize and prioritize short-term and long-term investment and financial goals.  The ability to access and utilize a robust technology platform substantially enhances the client/advisor relationship.

Estate Planning

Estate planning is a critical part of ensuring your family’s legacy and long-term financial health.  These strategies combine a mix of financial and legal tools to protect your family’s wealth beyond your own life expectancy and on to future generations.  Financial advisors will not only be able to provide you with a comprehensive financial plan, but will also be able to connect you with other estate planning professionals to help you establish the optimal legal framework to protect your family’s future.

Income Planning

While most people consider financial planning to be primarily about the management of assets they’ve already accumulated, many forget to assess the value of future income on their long-term financial condition.  In fact, income planning is a critical part of the overall investment process, as it enables you to prepare for changing lifestyle needs over time, while simultaneously establishing a savings plan that will ensure you achieve your long-term goals.  Your financial advisor should work with you to develop a comprehensive income strategy that bridges the gap between where you are today and where you want to be in the future in terms of monthly retirement income.

Tax Optimization

Many people are very aware of the impact taxes have on their current income, however,  few consider the long-term effect taxes play on their financial holdings.  Especially in light of recent changes to the tax code, it is more important than ever for investors to understand the implications tax policy has on their total wealth.  Top financial advisors provide you with a mix of investment strategies to diversify the tax implications on your investment portfolio as a whole, so as to maximize the retained value of your assets during and throughout retirement.

Insurance Planning

Although among the most core components of any sound financial plan, life insurance is largely overlooked and underutilized by the general public.  While the reasons for this varies from person to person, it is imperative that life insurance needs are appropriately measured and addressed to help ensure you and your family’s long-term financial stability.  More than simply a hedge against risk, life insurance can also be used as a valuable tool in the wealth accumulation and tax-diversification process.  Due to the vast amount of options in this space, it is critical that your financial advisor exhibits a deep knowledge of available products while maintaining impartiality in helping you identify the right solutions to meet  your life insurance needs.

Credit and Debt Management

Debt is typically something most people dread, however, understanding the different types of, and best practices for managing, debt can make addressing these concerns much easier to endure.  “Good debt,” such as a mortgage, can enhance your ability to acquire and grow your wealth beyond your current cash resources.  Additionally, developing a comprehensive plan to eliminate “bad debt”, such as consumer debt, can free up much needed cash flow to ensure proper savings and investments are being made toward future goals.  Your financial advisor can help to develop a plan that satisfies your long-term needs within the scope of your short-term financial resources.

Generosity

While many people love the idea of donating to charitable causes, most feel overwhelmed by their personal financial constraints to justify parting with a meaningful portion of their assets to satisfy these desires.  Navigating the vast sea of charitable organizations can itself seem like a daunting task, particularly when it comes to assessing the percentage of contributions that actually go to the provision of services.  An advisor can help develop a plan that places purpose and freedom behind your giving.  By creating a vision for charitable contributions that works with current resources or that utilizes tax strategies for long-term charitable donations, organizations and causes closest to you can be impacted now and for generations to come.

Investment Management

When assessing the best fit for your specific financial needs, consideration must be paid to the range of services being offered. The optimal solution provides investment management along with a fully integrated suite of resources designed to create a holistic financial plan for you and your family.  Your advisor should educate you on the benefits of incorporating both traditional and alternative investments into your overall financial plan, as well as help you to develop a comprehensive strategy for achieving your long-term financial goals.  In short, a deep expertise in financial planning coupled with a commitment to customer service will be core principles of your financial advisor’s mission to serve you and your family.

Retirement Plan

Establishing a company sponsored retirement plan creates tremendous value for both business owners and their employees.  For the business owner, a retirement plan creates a personal tax shelter that can continue to grow alongside the company's profitability.  Additionally, these plans can allow for after-tax (Roth) contributions that are not subject to the same income limitations of their IRA counterparts.  Furthermore, offering an employer-sponsored retirement plan has proven to be an excellent tool in employee recruitment and retention.  Understanding the many options available in this area and identifying the optimal solution for your company can go a long way towards enhancing your company’s overall benefits.

  • 401(k) / 403(b)
  • SEP / SIMPLE
  • Profit Sharing
  • Cash Balance
  • H.S.A.

Executive Compensation

Whether an innovative executive officer, a key salesperson, or an irreplaceable administrator, certain individuals are critical to a company’s long-term success.   As such, retaining and incentivizing these individuals is an integral part of ensuring the future of your business.  Understanding and evaluating the tools available to business owners in regards to non-qualified executive compensation plans can help solidify the relationship between a company and its key employees.

Open Architecture

When establishing a company sponsored retirement plan, it is important to consider the underlying investment options available to plan participants.  In general, a healthy retirement plan has a well-diversified mix of investments available to allow for customized investment strategies for each employee.  An open architecture platform allows for your advisor to utilize the full range of mutual funds necessary to provide your employees with investment solutions tailored to their specific risk tolerance and investment objectives.

Tax Optimization

Many people are very aware of the impact taxes have on their current income, however,  few consider the long-term effect taxes play on their financial holdings.  Especially in light of recent changes to the tax code, it is more important than ever for investors to understand the implications tax policy has on their total wealth.  Top financial advisors provide you with a mix of investment strategies to diversify the tax implications on your investment portfolio as a whole, so as to maximize the retained value of your assets during and throughout retirement.

Succession Planning

Part of a company’s long-term business model is an assessment of how to capitalize on its overall value.  While some business owners may prefer to continue running their business indefinitely, others may view a future sale of the business as an excellent way to extract the full financial value from their efforts.  In either case, there are a number of considerations that must be made in order to help ensure that the business owner’s long-term goals are realized.  Securing reputable business valuations, structuring shareholder agreements, and insuring business owners are critical steps in ensuring the realization of your company’s true value.

Risk Management

Often overlooked by many business owners is the wide range of risks associated with operating a company.  A business owner’s liability extends to his employees, clients and other business professionals associated with the provision of goods and services.  Furthermore, the consequences of inadequately addressing risk can have a material negative impact on a company, and in some cases even result in permanent shutdown. It is imperative that business owners be educated on the variety of risks they are exposed to and the requisite solutions available to satisfy these liabilities.  Utilizing your business advisor’s expertise in risk management can go a long way towards protecting both you and your company.

Cash Management

Ensuring adequate liquidity is a concern all business owners face.  Specifically, owners need to be confident that a company’s cash reserves are enough to cover such things as daily operations, capital expenditures, and unexpected emergencies.   In addressing these needs, business owners must consider the various options relating to savings accounts, short-term investments and revolving credit facilities that are available to them.  Identifying the optimal mix of these cash management vehicles is critical to the day-to-day operations of any company.

Corporate Responsibility

In the modern world, a company’s value is no longer measured entirely by the financial wealth it generates for it’s shareholders, employees, and clients.  Instead, overall value is also determined by the impact a company has on its community, the environment, and society’s greater consciousness.  As such, understanding how to enhance your company’s “real” value through employee wellness programs, socially responsible investing and community outreach is becoming increasingly important in today’s business climate.

Fiduciary

When offering an employer sponsored retirement plan, business owners take on a fiduciary liability on behalf of their employees in regards to selection of the plan, plan administration and investment offerings.  While this extra layer of liability can be somewhat burdensome if managed by the employer alone, partnering with a Registered Investment Advisor (RIA) and/or qualified plan administrators can go a long way towards minimizing risk.  In short, incorporating fiduciary advisors as part of your company’s retirement plan may reduce the business owner’s risk and help maximize the value and services provided to plan participants.

Investments

Although each individual employee is ultimately responsible for choosing how to allocate their money within a given retirement plan, it is incumbent upon business owners to ensure that an adequate mix of investments are available for employees to select from.  Additionally, it is the employer’s responsibility to see that necessary options, such as automatic rebalancing and investment monitoring solutions are available to employees in order for them to properly manage their retirement assets.  Partnering with a fiduciary advisor can help ensure both the quality and diversity of investments available within the plan which in turn provides an unbiased approach to a participant’s investment allocation.

Employee Advice

A key differentiator in retirement plan service is the degree of guidance employees receive when establishing their contributions and investment allocations.  While basic plans offer some preliminary online assessments to help guide employees towards appropriate investments, many of these tools are limited, and very few offer continued on-site support from an actual 401(k) professional.  By having direct access to an actual investment advisor throughout their tenure, employees are capable of making more informed savings and investment decisions on a continuing basis.  Even as their needs change over time, having access to one-on-one financial advising can help your employees plan and protect their long-term financial futures.

Independent Consultants

While there are many types of financial advisors to choose from when determining who to partner with on company sponsored retirement plans, among the most important factors to consider is an advisor’s independence or impartiality.  Specifically, an advisor’s objectiveness in developing investment recommendations and/or establishing plan electives is critical to prudent stewardship of any retirement plan.  A good advisor is agnostic when it comes to “brand” and focuses exclusively on the quantitative and qualitative characteristics of each investment within a given plan.

Client Service

Customer service has become somewhat of a lost art form in today’s business environment.  Especially when it comes to something as important as an individual’s financial future, demonstrating an attentive and caring approach to client interactions should be a primary concern when selecting a financial advisor.  A good advisor makes him/herself available to clients in a timely manner, and generally is accompanied by a dedicated support team to efficiently and effectively address all client inquiries and needs.

Human Touch

While most retirement plans include online support services, very few offer the added benefit of on-site interaction with a dedicated financial advisor.  Personal interaction with a trained advising professional often opens up opportunities for employees to engage on a broader range of topics and enhances the value-add from your 401(k) advisor.  Additionally, live support from a team of licensed professionals during normal business hours compliments regular onsite visits from an advisor.

Plan Management

Throughout the life of a company sponsored retirement plan, it will be important to ensure quality, cost and compliance demands are managed according to the growing needs of the business.  The optimal retirement solution should enable the business owner to monitor employee participation and account values, as well as fulfill their ongoing responsibilities as a plan Trustee.  Fully integrated solutions, that includes a Plan Administrator, Custodian Fiduciary Advisor, and Payroll provider can create  the infrastructure and support necessary to satisfy these goals on a continual basis.  Annual review of services providers helps to ensure the platform, investments and cost are in alignment with the growth of the business and the plan assets.

Plan Design

With many of the most important decisions related to retirement plans made at inception, ongoing plan reviews help ensure the changing needs of the business and the growth of plan assets are being met.  A plan’s structure should be customized to the specific needs of the business and it is important that every plan is in compliance with existing (and evolving) ERISA guidelines.  Consulting with a qualified retirement advisor during the design phase is key to ensuring the overall optimization and customization of your company’s retirement plan today and over the life of the plan.

Family Business

  • Business valuation
  • Succession planning
  • Estate equalization
  • Executive compensation planning
  • Cash management
  • Risk management
  • 401(k) retirement plans
  • Corporate maintenance solutions

Insurance and Tax Planning

  • Estate tax calculations
  • Leveraged asset transfer
  • Tax-efficient distribution/income planning
  • Insurance audit
  • Arranging of specialty insurance for luxury items
  • Insurance consulting: umbrella, life, disability, long-term care, health

Credit Management

  • Investment-centered credit strategy
  • Analysis of personal credit and monitoring
  • Introduction to suite of banking professionals
  • Sourcing of bank loans for expansion or buyout
  • Consulting on leveraged and management buyouts

Family Generosity

  • Family foundation consulting and management
  • Donor advised fund management
  • Facilitation of family meetings
  • Family service and vision trips for children

Cash Flow

  • Monthly income/expense report
  • Household budget consulting and monitoring
  • Monitoring and managing of cash positions
  • Emergency reserve fund recommendations and management
  • Weekly bill and vendor pay oversight
  • Household payroll oversight

Purpose

  •  Proprietary tools to discover individual purpose
  •  Legacy planning
  •  Family retreats
  •  Family, health and wealth, best practices

Alternative Investments

  • Real estate investment advisory
  • Access to premier private equity managers
  • Access to premier hedge fund managers
  • Senior secured loans and private credit
  • Infrastructure investment opportunities
  • Energy and natural resources private placements

Trust and Estate Planning

  • Asset protection
  • Family bank creation and oversight
  • Globalization of assets
  • Consulting on trust and entity formation and jurisdiction
  • Special needs trust consulting
  • Beneficiary management and mapping
  • Family LLC/LLP annual gifting plan
  • Family trust overview and education for children

Schedule a strategy session

Mission

Our Core Values

We believe strongly that our dedication to our core values is paramount in all relationships, recommendations and strategies.

1. INNOVATION
2. WISDOM
3. LEADERSHIP
4. DILIGENCE
5. EXCELLENCE
6. INTEGRITY

In a world defined by rapid change and information exchange, it is critical to have access to first-class resources, strategies and solutions. In addition to investing in robust technology applications, Integrity strives to be at the forefront in developing diversified solutions that integrate new investment concepts with traditional portfolio management leveraging best in class technology platforms.


Due to an evolving economic climate that often breeds uncertainty and heightened market volatility, prudence and experience play a tremendous role in ensuring our investors’ financial futures. At Integrity, we pride ourselves on a disciplined approach to financial management that leverages our deep industry expertise with the diverse knowledge base of our many investment partners.


The increasingly complex nature of the investment universe can often be daunting for the average individual to navigate. Integrity emphasizes a hands-on approach to relationships that enables us to guide our clients through the various stages of the financial planning process and investment landscape.


As an independent, Registered Investment Advisory firm, we are committed to ensuring the appropriateness and prudence of all investment recommendations. Integrity’s customized approach to developing investment solutions, along with our committed attention to detail, enables us to incorporate the unique circumstances of each client when crafting strategies to help them meet their financial goals.


We understand that financial wealth is more than just a collection of dollars and cents, but rather the fundamental resource by which each client realizes their family’s life goals and ambitions. As such, we are committed to being meticulous with every aspect of our business. From client interactions and data collection, to investment planning and account monitoring, Integrity applies the highest level of care to securing your financial future.


At Integrity, we believe strongly that our dedication to this core value is paramount in all relationships, recommendations and strategies. We are committed to ensuring our clients’ interests and needs are at the forefront of every decision and is critical to the transparency of our industry.

CLIENTS

Who We Work With

Our clientele consists of individuals, families, and entrepreneurs from a range of backgrounds and geographic locations.

Entrepreneurs

Integrity’s extensive experience working with business owners has enabled us to develop strategies specifically geared towards protecting and enhancing the financial value generated by assets at each stage of the business lifecycle.

Accredited Investors

High-net worth individuals often require complex investment solutions to achieve their long-term financial goals. Our extensive background in wealth management, as well as our expertise and relationships in the alternative investment space, allows us to develop customized investment solutions specifically geared towards this class of investor.

401(k) Plans

Through our strong partnerships with plan administrators, we provide companies with access to robust retirement plans possible, while helping them to minimize the fiduciary risk associated with offering a 401(k) plan.

Family Office

In addition to our expertise in the family office space, Integrity utilizes proprietary tools and relationships with world class business partners to provide top-line solutions specifically geared towards this investor class.

People

Meet Our Team

Our team of experienced private client advisors and consultants are here for you, your family and your business

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Kristofer Gray

Principal & Founder
Deann Cross

Chief Operating Officer
Sarah Archer

Chief Investment Officer
Admand Wong

Financial Advisor
Julie Gray

VP of Client Relations
Jason McKinney

Financial Advisor
Brandon Bush

Financial Advisor
Warren Langsford

Portfolio Technical Specialist
Adam Anschultz

Director
Ryan Sapp

Client Service Specialist
Gabe Boruff

Financial Advisor
Taylor Snider

Financial Advisor
Jeremy Cumbee

Associate, Financial Advisor
Stella Tucker

Operations Manager
Loren Wengerd

Financial Advisor
Steven Karkenny

Financial Advisor
See The Whole Team

Education

Latest Articles

Our commitment to providing our clients with access to educational resources empowers them to reach their financial goals.

  • By Jeremy Cumbee
  • August 29, 2023
Women Flourishing Financially
  • By Jeremy Cumbee
  • August 15, 2023
Quarterly Update: August 2023
  • By Jeremy Cumbee
  • January 19, 2023
Women Flourishing Financially
  • By Jeremy Cumbee
  • January 19, 2023
Women Flourishing Financially
  • By Adam Anschultz
  • November 21, 2022
Quarterly Update: November 2022
  • By Adam Anschultz
  • November 21, 2022
Quarterly Update: November 2022
  • By Adam Anschultz
  • September 15, 2022
Women Flourishing Financially
  • By Adam Anschultz
  • September 15, 2022
Women Flourishing Financially
  • By Adam Anschultz
  • July 27, 2022
Quarterly Update: July 2022
  • By Adam Anschultz
  • July 27, 2022
Quarterly Update: July 2022
  • By Adam Anschultz
  • May 5, 2022
Quarterly Update: May 2022
  • By Adam Anschultz
  • May 5, 2022
Quarterly Update: May 2022
  • By Adam Anschultz
  • February 1, 2022
Quarterly Update: February 2022
  • By Adam Anschultz
  • February 1, 2022
Quarterly Update: February 2022
  • By Adam Anschultz
  • November 1, 2021
Investment Summit
  • By Adam Anschultz
  • November 1, 2021
Investment Summit
  • By Adam Anschultz
  • October 26, 2021
Quarterly Update: November 2021
  • By Adam Anschultz
  • October 26, 2021
Quarterly Update: November 2021
  • By Adam Anschultz
  • August 3, 2021
Quarterly Update: August 2021
  • By Adam Anschultz
  • August 3, 2021
Quarterly Update: August 2021
  • By Adam Anschultz
  • May 10, 2021
Investment Summit
  • By Adam Anschultz
  • May 10, 2021
Investment Summit
  • By Adam Anschultz
  • April 26, 2021
Entrusted Ep 2 (Podcast)
  • By Adam Anschultz
  • April 26, 2021
Entrusted Ep 2 (Podcast)
  • By Adam Anschultz
  • April 26, 2021
Quarterly Update: April 2021
  • By Adam Anschultz
  • April 26, 2021
Quarterly Update: April 2021
  • By Adam Anschultz
  • February 12, 2021
Quarterly Update: January 2021
  • By Adam Anschultz
  • February 12, 2021
Quarterly Update: January 2021
  • By Adam Anschultz
  • January 29, 2021
Investment Summit
  • By Adam Anschultz
  • January 29, 2021
Investment Summit
  • By Adam Anschultz
  • November 20, 2020
Entrusted: The Disconnect Between Planning and Purpose
  • By Adam Anschultz
  • November 20, 2020
Entrusted: The Disconnect Between Planning and Purpose
  • By Adam Anschultz
  • November 3, 2020
Investment Summit

Please join Integrity’s Investment Advisory Council as we continue our investment discussion and in-depth analysis on this year’s dynamic landscape: the election, a global pandemic, economic activity, and the markets.
  • By Adam Anschultz
  • November 3, 2020
Investment Summit

Please join Integrity’s Investment Advisory Council as we continue our investment discussion and in-depth analysis on this year’s dynamic landscape: the election, a global pandemic, economic activity, and the markets.
  • By Adam Anschultz
  • October 28, 2020
Entrusted: An Introduction to Legacy
  • By Adam Anschultz
  • October 28, 2020
Entrusted: An Introduction to Legacy
  • By Adam Anschultz
  • October 23, 2020
Quarterly Update: October 2020
  • By Adam Anschultz
  • October 23, 2020
Quarterly Update: October 2020
  • By Adam Anschultz
  • September 16, 2020
De-Risking Your Portfolio
  • By Adam Anschultz
  • September 16, 2020
De-Risking Your Portfolio
  • By Adam Anschultz
  • July 31, 2020
Investment Summit
  • By Adam Anschultz
  • July 31, 2020
Investment Summit
  • By Adam Anschultz
  • July 24, 2020
Quarterly Update: July 2020
  • By Adam Anschultz
  • July 24, 2020
Quarterly Update: July 2020
  • By Adam Anschultz
  • July 16, 2020
Asset (al)location & Sound Investing Principles
  • By Adam Anschultz
  • July 16, 2020
Asset (al)location & Sound Investing Principles
  • By Adam Anschultz
  • June 11, 2020
Staying Grounded Through Uncertainty
  • By Adam Anschultz
  • June 11, 2020
Staying Grounded Through Uncertainty
  • By Adam Anschultz
  • May 21, 2020
Exploring the Alternative Markets
  • By Adam Anschultz
  • May 21, 2020
Exploring the Alternative Markets
  • By Adam Anschultz
  • May 1, 2020
Investment Summit
  • By Adam Anschultz
  • May 1, 2020
Investment Summit
  • By Adam Anschultz
  • April 28, 2020
Quarterly Newsletter: The COVID-19 Pandemic
  • By Adam Anschultz
  • April 28, 2020
Quarterly Newsletter: The COVID-19 Pandemic
  • By Adam Anschultz
  • April 23, 2020
Market Update & Investment Strategy
  • By Adam Anschultz
  • April 23, 2020
Market Update & Investment Strategy
  • By Adam Anschultz
  • April 23, 2020
Market Crisis: What Investors Need to Know
  • By Adam Anschultz
  • April 23, 2020
Market Crisis: What Investors Need to Know
  • By Adam Anschultz
  • April 15, 2020
Will Fundamentals See Us Through?
  • By Adam Anschultz
  • April 15, 2020
Will Fundamentals See Us Through?
  • By Adam Anschultz
  • April 9, 2020
Advisor Spotlight: Admand Wong
  • By Adam Anschultz
  • April 9, 2020
Advisor Spotlight: Admand Wong
  • By Adam Anschultz
  • April 8, 2020
Economic Stimulus Package
  • By Adam Anschultz
  • April 8, 2020
Economic Stimulus Package
  • By Adam Anschultz
  • April 2, 2020
Weathering the Storm
  • By Adam Anschultz
  • April 2, 2020
Weathering the Storm
  • By Adam Anschultz
  • March 23, 2020
Portfolio Management
  • By Adam Anschultz
  • March 23, 2020
Portfolio Management
  • By Adam Anschultz
  • March 12, 2020
Navigating Your 401(k) Through Turbulence
  • By Adam Anschultz
  • March 12, 2020
Navigating Your 401(k) Through Turbulence
  • By Adam Anschultz
  • February 27, 2020
The SECURE Act Legislation

SECURE Act   For years, investment professionals have been trying to draw attention to what they believe is a retirement..
  • By Adam Anschultz
  • February 27, 2020
The SECURE Act Legislation

SECURE Act   For years, investment professionals have been trying to draw attention to what they believe is a retirement..
  • By Adam Anschultz
  • February 27, 2020
What You Need To Know: the SECURE Act

The SECURE Act Legislation (Webinar) The SECURE Act Legislation (Setting Every Community Up for Retirement Enhancement) is a comprehensive retirement..
  • By Adam Anschultz
  • February 27, 2020
What You Need To Know: the SECURE Act

The SECURE Act Legislation (Webinar) The SECURE Act Legislation (Setting Every Community Up for Retirement Enhancement) is a comprehensive retirement..
  • By Adam Anschultz
  • January 23, 2020
Quarterly Update: January 2020
  • By Adam Anschultz
  • January 23, 2020
Quarterly Update: January 2020
  • By Adam Anschultz
  • October 28, 2019
Quarterly Update: October 2019
  • By Adam Anschultz
  • October 28, 2019
Quarterly Update: October 2019
  • By Adam Anschultz
  • October 18, 2019
Event: The Future of Social Impact Investing

Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
  • By Adam Anschultz
  • October 18, 2019
Event: The Future of Social Impact Investing

Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
  • By Adam Anschultz
  • September 18, 2019
The Benefits of Auto-Enrollment Options
  • By Adam Anschultz
  • September 18, 2019
The Benefits of Auto-Enrollment Options
  • By Adam Anschultz
  • September 2, 2019
Women Flourishing Financially

Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
  • By Adam Anschultz
  • September 2, 2019
Women Flourishing Financially

Join us for a complimentary seminar for women covering finances, taxes, and legacy planning
  • By Adam Anschultz
  • July 22, 2019
Quarterly Update: August 2019
  • By Adam Anschultz
  • July 22, 2019
Quarterly Update: August 2019
  • By Adam Anschultz
  • April 23, 2019
Quarterly Update: January 2019
  • By Adam Anschultz
  • April 23, 2019
Quarterly Update: January 2019
  • By Adam Anschultz
  • April 3, 2019
Quarterly Update: April 2019
  • By Adam Anschultz
  • April 3, 2019
Quarterly Update: April 2019
  • By Adam Anschultz
  • October 25, 2018
Understanding Private Equity

As public equity markets continue to flirt with all-time highs on a daily basis, and with the expectation that one..
  • By Adam Anschultz
  • October 25, 2018
Understanding Private Equity

As public equity markets continue to flirt with all-time highs on a daily basis, and with the expectation that one..
  • By Adam Anschultz
  • October 15, 2018
Quarterly Update: October 2018
  • By Adam Anschultz
  • October 15, 2018
Quarterly Update: October 2018
  • By Adam Anschultz
  • September 10, 2018
Quarterly Update: June 2018

Around the Firm It has been an eventful start to the year at Integrity. In February, Kristofer Gray (Principal and..
  • By Adam Anschultz
  • September 10, 2018
Quarterly Update: June 2018

Around the Firm It has been an eventful start to the year at Integrity. In February, Kristofer Gray (Principal and..
  • By Adam Anschultz
  • May 21, 2018
401(k) Asset Allocation

401(k) Asset Allocation According to the US Census, roughly 32% of all Americans are actively utilizing a 401(k) plan to..
  • By Adam Anschultz
  • May 21, 2018
401(k) Asset Allocation

401(k) Asset Allocation According to the US Census, roughly 32% of all Americans are actively utilizing a 401(k) plan to..

Location

Our Locations

With offices on both coasts and the midwest, as well as a geographic footprint that expands well beyond our brick and mortar locations, we are well positioned to service clients from anywhere in the country.

24955 Pacific Coast Highway, Suite B202, Malibu, CA 90265

695 Town Center Drive, Suite 1200, Costa Mesa CA 92626

680 S. Cache St, Suite 100, Box 7403 Jackson, WY 83001

Office: 2821 Northup Way, Suite 120, Bellevue, WA 98004

Mailing: 2620 Bellevue Way NE, #205, Bellevue, WA 98004

780 NW York Drive, Suite 208, Bend, OR 97703

5 W. Mendenhall St., Suite 202, Bozeman, MT 59715