Integrity Wealth Management, Inc.

Description

Integrity Wealth Management Inc. is an independent, registered investment advisory firm based in Sarasota, Florida. We specialize in working with retirees and pre-retirees to create customized retirement plans that meet and exceed clients’ financial goals. Whether you’re looking for ways to accumulate funds, manage risk, create an income stream you can’t outlive or leave a legacy for those you love, we’ll work to develop strategies and solutions that are right for your unique situation.

We specialize in providing clients with financial advisory services for long-term, low-risk investments and securities, including IRA and 401(k) rollovers, Roth IRAs, and other existing retirement plans. Our primary goals include helping you grow and preserve your wealth, in addition to creating a tax-efficient plan for distributions and transferals. IWM can also help you create a personally tailored life insurance plan that will ensure your financial legacy for your loved ones.

Laurie Cione has been integral to the success of Integrity Wealth Management Inc. through her involvement handling office operations and providing a high level of customer service excellence for each client. As a licensed insurance professional, she also specializes in creating tailor-made life insurance solutions to help clients protect their families and better prepare for the future.

Sam serves as a mentor to insurance agents throughout the Southeastern region of the United States, helping new agents improve the service they offer their clients. He has also been inducted as a Top of the Table Member of the Million Dollar Round Table, a designation he earned for his commitment to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

When you decide to partner with us, you can count on receiving focused, personal attention. By offering a distinctive, family-style approach to business, our practice stands out against other firms. Here, you’re never a number; rather, clients are treated like family. We are proud, upstanding members of the National Ethics Bureau and the Sarasota Chamber of Commerce, and are an Accredited Business Member of the Better Business Bureau.

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