At Integritt - it’s personal

Boutique Wealth Management

Integritt Wealth Management is a boutique registered investment advisory firm (RIA). Our goal is to make a difference in the lives of our clients by walking them through all of their financial decisions, including planning a dignified retirement, family wealth transfer, and charitable giving. We handle your money wisely with you and your family in mind.

Our Approach

Personalized Guidance

There’s nothing more personal than your finances and your financial future. At Integritt, we’re dedicated to providing a highly personalized experience. You’ll communicate and interact directly with me, the principal of our company, and receive independent guidance and support that’s developed solely for you, based on your needs and goals.

Goal-Based Strategies

By establishing goal-based written financial plans, or by having written investment plans, we help our clients remain focused on following their plan to achieve their goals. Employing these plans for our clients empowers them to follow a discipline and maintain long-term goals rather than make poor, short-term emotional decisions.

Generational Planning

As an independent advisory firm, our goals go well beyond investing. Whether our clients’ goals are to pass their wealth on to their families or they have benevolent charitable goals, we work with them and their attorney and tax advisors to establish a sound estate plan.

latest posts

Three Upside-Down Investment Insights

2-6-2020
Marc Rittersporn/marc@integritt.com

n, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket...READ MORE

You, Your Retirement, and the SECURE Act

You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the fini...READ MORE

Six Financial Best Practices for 2020

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss sinc...READ MORE

Why “Safe Harbors” Can Be Risky Business

We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond...READ MORE

Integritt Wealth Management, LLC

50 SE Ocean Blvd., Suite 204 Stuart, FL 34994 - 772-266-2160

Copyright. Integritt Investment Management, LLC dba Integritt Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Integritt Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Integritt Wealth Management, LLC unless a client service agreement is in place. [Privacy Policy]