About Integrity Wealth
Your Partner in Financial Success
At Integrity Wealth, we assist families and individuals in navigating the complexities of financial planning, aiming to help preserve their assets and work toward a more confident future.
Meet Our team
James Beyer, AIF®, CLTC®
Financial Advisor
Jake Sutfin
Investment Advisor Representative
Zachary Meyer, CFP®
Financial Advisor
Get in Touch with Us
Visit our office, give us a call, or send us an email. We're here to help with all your needs and look forward to connecting with you.
Our offices
Glastonbury Office
95 Glastonbury Boulevard, Suite 205
Glastonbury, CT 06033
Shelton Office
2 Trap Falls Rd, Suite 410
Shelton, CT 06484
Opening hours
- Mon - Sat
- -
- Sunday
- Closed
Why Choose Integrity Wealth?
Working with Integrity Wealth means having access to tailored financial strategies that prioritize your unique goals. We’re not tied to one-size-fits-all solutions—our independent approach allows us to create plans that truly align with your needs.
From personalized guidance to ongoing support, we’re committed to helping you make informed decisions every step of the way. With a focus on transparency and trust, we’re here to empower you to feel confident in your financial future.
What Sets Us Apart:
- Fiduciary Responsibility: Recommendations based solely on your best interests.
- Personalized Strategies: Plans tailored to your unique financial goals.
- Expert Support: Knowledgeable professionals guiding you through life’s decisions.
- Long-Term Partnership: We’re here to support you as your needs evolve.
