About Integrity Point Advisors
Welcome to Integrity Point Advisors, where your financial future is our foremost priority. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management.
Who We Are
At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals.
Fiduciary Commitment
At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell - our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer.
Breaking the Traditional Mold
Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest.
Building Lifelong Partnerships
Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future.
See Disclosures
Firm Start Year
2024
No. of Employees
2-4
CRD#
5432187
Firm CRD#
250787
Years of Experience in Financial Services
18
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Securities Licenses
Series 66, Series 63
Advisor's Number of Clients
40
Advisor's Number of Managed Clients
40
Advisor's Number of Planning Clients
40
Assets Managed by Advisor
$20,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee
Business Management -
William Paterson University
09/01/2001 -06/29/2006
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892501/financialplanners-Integrity-Point-Advisors-detailed-disclosure.html
Investment advice offered through Integrity Point Partners, a doing business name for Gladstone Wealth Partners, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Wealth Partners and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov.