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Glastonbury Office
95 Glastonbury Boulevard, Suite 205
Glastonbury, CT 06033
Shelton Office
2 Trap Falls Rd, Suite 410
Shelton, CT 06484
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Integrity Wealth provides services to clients in all 50 states. Regulatory and compliance requirements may vary by state. Please contact us to determine whether our services align with your state's specific requirements.
Fiduciary Financial Advisor holding licenses 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), 65 (Uniform Registered Investment Adviser Law), Accredited Investment Fiduciary (AIF®) Certified Long Term Care Consultant (CLTC®)
Securities and investment advisory services offered through Integrity Alliance, LLC, Member
SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Integrity Wealth is not an affiliated company.
Check the background of this firm and its investment professionals on
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Integrity Alliance, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Converting an employer plan account or Traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty.