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Integrity Wealth Management, Inc.

Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

Our Goal is to Provide You With Financial Freedom

using ethically sound retirement strategies

Helping People Develop Strategies

to minimize tax costs

A Personal Approach To Financial Service

Integrity Wealth Management, Inc.

Based in Sarasota, Florida, Integrity Wealth Management, Inc. (IWM) is a registered independent advisory firm dedicated to helping those at or near retirement create solutions for attaining their lifestyle and income needs. We create personalized plans for each of our clients and develop long-lasting relationships with the individuals and families we serve.

IWM specializes in long-term, low-risk investments, wealth preservation, tax-efficient plans for distributions, life insurance and annuities. We have also created strategic partnerships with area accountants and attorneys to ensure comprehensive service is readily available when preparing for your future. We are committed to upholding the values of integrity, honesty, competency and stewardship while treating you with the respect and kindness you deserve.

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Peace of Mind

Creating Income for Life

In the past, Americans have traditionally relied upon pensions, Social Security and personal savings to retire comfortably. Today’s retirees have to worry about disappearing pension benefits, increasing longevity, volatile markets, and costly healthcare.



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Prudently Managing Risk

When planning for the future, it’s important to consider all the factors that could impact you and your financial objectives. Do you have a retirement plan in place that can withstand the market’s ups and downs? Are you confident that your current plan reflects the amount of risk you can and should take?


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Protecting Your Family & Creating a Legacy

We are a family firm and we consider each client a member of our extended family. For most of our clients, protecting their loved ones and providing for their future is one of their primary concerns. We believe that wealth is about much more than an account balance. It’s about supporting what matters most to you.


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Our Location

Integrity Wealth Management, Inc.
6561 Palmer Park Cir., Suite C
Sarasota, FL 34238
P: 941.955.2700
F: 941.955.2701
info@iwmfl.com

Our Company

  • Our Firm
  • Our Philosophy
  • Video Library
  • Presentations
  • Contact

Our Services

  • Retirement Planning
  • Income Planning
  • Wealth Management
  • Legacy Planning

Certifications

Integrity Wealth Management, Inc. BBB Business Review
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Integrity Wealth Management, Inc. is registered as an investment advisor with the state of Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell the securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Third-party rankings and recognition from rating services or organizations are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Integrity Wealth Management, Inc. and Samuel L. Cione is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.