I am the Chief Executive Officer and President of Integrity Wealth Management, a company created to help forge the most secure financial future for you and your loved ones. Integrity Wealth Management custom tailors wealth management strategies that match all of your individual needs and preserve and help increase your financial assets. Taking a comprehensive approach to managing your financial future, Integrity Wealth Management performs an exhaustive financial assessment that takes into account future financial scenarios and results in prudent financial advice in the form of your individualized wealth management strategy. Integrity Wealth Management’s signature service is its WealthTrac™ program, the integration of several financial solutions seeking to secure the growth of your financial assets. Working directly with each individual client, Integrity Wealth Management develops the WealthTrac™ program depending on your personal goals, objectives, and concerns. The program is committed not only to addressing your current financial situation, but also to anticipating future events. WealthTrac™ begins with a deep evaluation of your complete financial profile, taking into account investments, business agreements, benefits, and liability analysis as well as tax planning, insurance management planning, and legacy planning. Once the talented team at Integrity Wealth Management derives a complete picture of your financial situation, they can devote their attention to developing a lifelong management plan. The Integrity Wealth Management plan identifies appropriate points of action, placing them on a clear implementation timeline that is designed to maximize benefits. The WealthTrac™ program continues to track your finances throughout rapidly changing market fluctuations and unforeseen events, updating your personalized plan according to this information and helping with your continued financial confidence. At Integrity Wealth Management, finance professionals create plans that are designed to work by collaborating as a team and incorporating the individual strengths of each member. Your financial future is ensured in the hands of an experienced group of professionals who work proactively to help develop your personal financial confidence and who perform continuing evaluations and revisions that make sustainable growth possible.
Integrity Wealth Management 3991 MacArthur Blvd, Suite 215, Newport Beach, CA 92660 949 955 1188 t | 949 955 1187 f | 800 742 2772 | Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment advisor. Integrity Wealth Management is not affiliated with FSC Securities and is not a Broker Dealer. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
I am proud to support the Children’s Hospital of Orange County (CHOC), a facility that first opened its doors in 1964 and has since upheld the highest standards of medical care. Today, CHOC operates a main hospital in Orange, another facility in Mission Viejo, and five community clinics around the county. Over the past four decades, CHOC has received a significant amount of recognition for its services. In all of California, CHOC is the only children’s hospital to earn the California Council for Excellence’s Silver Level CAPE Award for superior performance. On the national level, CHOC’s Pediatric Intensive Care Unit is the first pediatric unit in the United States to be honored with the Beacon Award for Critical Care Excellence, given by the American Association of Critical Care Nurses. In 2008, CHOC was presented with the Ventana Research Overall Business Performance Leadership Award, which applauded the hospital’s ability to manage information, technology, and human resources in order to create a highly effective business process. Recently, CHOC administrators, physicians, and patients joined with the local community to launch the “Change CHOC, Change the World” campaign. CHOC’s new campaign marks its renewed commitment to becoming one of the world’s top pediatric institutions. In addition to establishing a substantial endowment for recruiting pediatric experts, the campaign will fund the construction of a new seven-story hospital tower, outfitted with state-of-the-art equipment. In support of tertiary and quaternary pediatric care, the tower will feature private rooms, comfortable family amenities, and open spaces that promote healing. The new facility is set to open its doors to the public at the end of the “Change CHOC, Change the World” campaign in Spring 2013. The CHOC campaign also strengthens the ties between CHOC and the University of California, Irvine’s School of Medicine, thereby increasing the research capacity of both institutions.
Tough Times Never Last, Tough People Do. — Rev. Robert Schiller (Crystal Cathedral)
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