Who We Serve | Integrity Wealth

Personalized Advice. Comprehensive Planning. A Relationship Built Around You.

No two financial lives are exactly alike. Your goals, responsibilities, opportunities, and challenges are shaped by where you are today—and where you want to go next.

At Integrity Wealth, we take the time to understand the full picture and develop a coordinated financial strategy designed around your priorities.

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Wealth Management Designed Around Your Life

Your financial priorities change as your career, family, business, and wealth evolve.

Integrity Wealth works with individuals, families, retirees, business owners, and professionals to help organize complex financial decisions and develop a strategy built around what matters most.

Individuals & Families

Build, manage, and preserve your wealth with a coordinated financial strategy.

We help individuals and families bring together investments, retirement planning, tax considerations, insurance, estate planning, and major life decisions within one comprehensive financial plan.

Pre-Retirees & Retirees

Turn a lifetime of savings into a plan for the years ahead.

We help you prepare for and navigate retirement by coordinating retirement income, investments, Social Security, Medicare, taxes, Required Minimum Distributions, and long-term financial planning.

Business Owners

Build the business. Plan the transition. Prepare for what comes next.

We help business owners coordinate their personal wealth with the financial decisions surrounding their company—from building assets outside the business to preparing for an eventual exit and managing the wealth created by a sale.

Executives & Professionals

Turn professional success into long-term financial independence.

We help executives and professionals coordinate investments, retirement plans, equity compensation, concentrated company stock, tax considerations, and long-term financial goals within one integrated strategy.

Contact Us

Glastonbury Office

95 Glastonbury Boulevard, Suite 205

Glastonbury, CT 06033

Shelton Office

2 Trap Falls Rd, Suite 410

Shelton, CT 06484

Request No Cost Consultation (203) 278-7727 jbeyer@brokersifs.com

FINANCIAL PLANNING & WEALTH MANAGEMENT

TAX & INVESTMENT STRATEGIES

WHO WE SERVE

INSURANCE SOLUTIONS

SUPPORT & RESOURCES

Form ADV Part 2A Appendix 1 (PDF) ADV Part 2 (PDF) Customer Relationship Summary (PDF)

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 FINRA's BrokerCheck .

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.

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