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Integrity Wealth Management, Inc.

20975 Swenson Dr., Suite 225
Waukesha, WI 53186

Phone:


(262) 754-6777
Toll Free (877) 202-7406

Fax:

(262) 754-6798

E-mail:

401k & Employer Sponsored Plans

• Fiduciary Consulting
• Retirement Plan Design
• Investment Monitoring and Plan Reviews
  and more...

Learn More

Individual Wealth Management

• Investment Solutions
• Retirement Income Plans
• Financial Planning
• Fee-Based Brokerage Account
  and more...

Learn More

The Professionals at Integrity Wealth Management, Inc. provide independent financial advice, consulting, and guidance on retirement.

We specialize in 401(k), Profit-Sharing, Defined Benefit, Individual Retirement Accounts (IRA), Individual Retirement Planning, and Non-Qualified Benefit Plans.

Our focus is working with both corporations and individuals to determine an appropriate solution for a potentially secure retirement. Because of our commitment to discovering a suitable retirement benefit solution, we are uniquely positioned to help our clients realize their goals. Understanding client needs help us deliver independent, thoughtful, and prudent retirement solutions.

Bottom Line - We help the employees of employer sponsored retirement plans and individual retirement planning clients find the appropriate way to save, invest, and retire.

Integrity is more than a name, it is who we are.

We look forward to serving you.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck