Integrity Wealth Management Newsletter

Volume 1, Edition 1

The Integrity Wealth Management Story

Welcome to the first edition of the quarterly newsletter from Integrity Wealth. In these articles, we hope to inform you of updates at the firm and happenings in the financial world. Please enjoy the first story about our origin, financial planning, and our November food drive.

In the summer of 2017, while at Beneficial Bank, we were presented with an opportunity to transition the wealth management division to our own firm. After months of research and planning, Integrity Wealth Management was established. The team worked diligently getting the new firm operational with minimal disruption to our clients. Our doors officially opened for business over President’s Day weekend in February of 2018.

As we reflect on our journey over the past three and half years, none of us could predict how the world has changed dramatically. But one constant has remained, our focus on what matters most to our clients: family, work, and life goals.

We want to thank everyone for their continued trust and support as we look forward to helping clients, friends, and family for many years to come.

Visit our website

What We Are About

Financial planning is about more than assets, investments, and net worth. It’s about identifying your goals, expectations and addressing concerns. Moreover, it’s about what you want to do with your money and why.

With the help of technology, Integrity Wealth helps address common fears and concerns such as health care costs, outliving your money, and when to start the distribution phase. Our planning tools help gauge the likelihood of addressing your goals and assists in keeping you on track instead of focusing on outside influences.

The challenges of today cannot be ignored, but it’s important not to overreact to them. Planning is key to sticking with your financial decisions through good markets and bad. A solid plan helps keep current events in perspective. Keep in mind, your financial plan is a living document that changes with your life and should be reviewed annually. It is an ongoing process and serves as a reminder to stay focused on your long term vision and aids in strengthening your confidence.

Here at Integrity Wealth, financial planning is goals based and strategies are unique to the individual.

Please select the video link to learn more about our process:

MoneyGuidePro® Software Overview - Client Version

Thanksgiving Food Drive

The Integrity Wealth Management team has much to be thankful for and wish to make this Thanksgiving a special one for families in need. Food shortage challenges impact the lives of many in our community. We invite you to join us in giving back this Thanksgiving and help impact the lives of those less fortunate.

All donations will be given to The Food Bank of South Jersey and the Cathedral Kitchen in Camden.

Our bins will be placed at the following locations:

● IWM’s Headquarters - 7 East Main Street in Moorestown, New Jersey

● IWM’s Northeast Philadelphia Office - 8025 Roosevelt Boulevard in Philadelphia, Pennsylvania

Some of the most requested items include: pasta, instant potatoes, rice, cereal, boxed macaroni & cheese, canned soup, canned chili, canned spaghetti & meatballs, almond butter, plastic jars of jelly, canned green beans, canned carrots, canned mixed fruit, canned pineapples, juice boxes, and water bottles.

Non-food items include: diapers, feminine hygiene products, paper towels, toilet tissue, and sanitary wipes.

Any donations are greatly appreciated and we hope you join us in making a difference this Thanksgiving.

Link to The Food Bank of South Jersey

Link to the Cathedral Kitchen in Camden

Integrity Wealth Management | Website

215.864.3598 | 7 East Main Street Suite 203 Moorestown, New Jersey 08057

Email: info@integritywealthmgmt.com