How often is my portfolio reviewed?

Portfolios are reviewed daily with proactive management, rebalanced annually or more frequently during extreme market volatility.

How often will we review my accounts and performance?

Clients meet annually for portfolio performance, asset allocation, rebalancing, and plan updates; quarterly performance reports are provided via the secure client portal, with open communication encouraged.

Integrity Wealth Solutions

Insightful Strategies. Intelligent Fees.

Financial planner in Denver, CO (show on map)

5.0

★★★★★

3 reviews

Fee-only financial advisors offering a unique tiered flat fee asset management structure focused on cost and tax efficient portfolio management.

Call (303) 716-5777

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About

Integrity Wealth Solutions approaches wealth management and financial planning differently by creating a unique, tiered flat fee, asset management compensation structure designed with clients’ interests in mind. The firm’s investment philosophy centers on cost and tax efficient portfolio management, helping clients retain more of their investment growth. A c

ornerstone of their financial planning process is aligning financial goals with insightful strategies tailored to individual circumstances, ensuring comprehensive, customized, and evolving financial plans that add value throughout market fluctuations.

Fee-only financial advisory model

Tiered flat fee asset management structure

Focus on cost and tax efficient portfolio management

Holistic financial planning integrated with wealth management

Services

Asset Management

Proactively managed investment portfolios with daily monitoring, annual rebalancing, and tax loss harvesting to keep clients more of what they earn.

Customized portfolio asset allocation Disciplined portfolio rebalancing Active tax loss harvesting Ongoing performance monitoring

Financial Planning Services

Comprehensive financial plans integrated with holistic wealth management, covering retirement, estate, business, investment, tax, and insurance planning.

Retirement Income Planning Estate & Charitable Gift Planning Business Planning Investment Planning & Management Portfolio Tax Planning College Education Funding Insurance Review

Credentials & Certifications

MBA

Since 1999

CFP® (Certified Financial Planner)

Since 2000

MSF (Master of Science in Financial Planning)

Since 2010

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

Are we a fiduciary? +

Yes. Integrity Wealth Solutions serves as a fiduciary, prioritizing clients’ interests ahead of their own, and does not sell proprietary products.

Where are you located? +

Integrity Wealth Solutions is headquartered in the Greater Denver area and leverages technology to work with clients nationwide.

What type of clients do you work with? +

Integrity Wealth Solutions works with a variety of clients across life stages, including pre-retirees, retirees, physicians, small business owners, executives, and young professionals, both in accumulation and retirement phases.

What is Integrity Wealth Solutions’ ideal client? +

An ideal client is seeking a transparent, flat fee holistic financial management and planning firm, particularly attractive to those with $500,000 or more in investable assets.

What is Integrity Wealth Solutions’ Investment Philosophy? +

The philosophy revolves around cost and tax efficient, diversified portfolio management using low-cost, tax-efficient index-based investments, combined with active rebalancing and behavioral coaching.

Where is my money held? +

Integrity Wealth Solutions does not take custody of client assets; assets are held with Charles Schwab, a custodian providing services including custody, trade execution, clearance, settlement, statements, tax reporting, and online access.

What is a custodian and what do they provide? +

A custodian, such as Charles Schwab, offers services including custody of securities, trade execution, clearance, settlement, monthly statements, trade confirmations, tax reporting, and online account access.

Does Integrity Wealth Solutions sell insurance or commission-based products? +

No. Integrity Wealth Solutions does not sell insurance or commission-based products; it provides unbiased financial analysis and may assess insurance needs as part of comprehensive planning.