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Helping you chart a course to financial freedom.

Helping you chart a course
to financial freedom.

WHO WE ARE

Experienced Financial Advisors

We are a multi-service wealth management practice with time-tested financial advisors who serve Minneapolis-Saint Paul, MN and Nationwide. We help you plan for your future by aligning your resources with the life you desire. Our goal is to help you gain financial freedom through financial planning and investment management strategies that are designed to be personalized and easy to understand. 

Years
Combined Experience
+
Clients Served
M+
Assets Under Management
+
States Served
Clients

Who We Serve

At Integrity Wealth we have one primary goal that informs each decision we make – helping you achieve your goals. Whether you’re just getting started, preparing for retirement, or well into your golden years. 

Pre Retirees
Retirees
Business Owners and Executives
Young Investors

SERVICES

What We Do

We help people of all ages and all walks of life achieve their vision for financial success – working with you to define what wealth looks like for you. We then put a financial plan in place to help you pursue your vision. Finally, we’ll help you maintain and distribute the wealth you’ve achieved, 

Financial Planning

We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.

Investment Strategy

Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.​

Estate Planning

Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.

Tax Planning

Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.

Retirement Planning

Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?​

Education Planning

We can offer support and planning as you set education goals for your children, grandchildren, or yourself.

Our business is focused on the client, not just the investment.

Why Choose Integrity Wealth?

We are a team of experienced and credentialed professionals with over 30 years of combined experience. Above all, it is our mission to help our clients meet their financial goals. We work with individuals and families of all ages plan for their financial futures.

EXPERIENCED

Multi-service wealth management practice led by advisors with over 30 years combined experience.

 

Integrity Wealth - Financial Knowledge - Jeff Coplan

FINANCIAL KNOWLEDGE

Our advisors have earned various certifications, and as a fiduciary, have committed to acting in your best interest when providing advisory services. 

CLIENT FOCUSED

We are a client centered financial planning company – meaning our clients get a customized financial plan that is designed to be easy to understand. 

Frequently Asked Questions

Depending on your individual situation, we can offer either commission-based accounts or advisory-based accounts. Compensation for commission-based accounts is based on transaction costs and commissions, versus advisory-based accounts compensation is based on a percentage of assets under management.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

To have the most productive meeting, bring a statement showing each of your assets, including any bank accounts, investment or retirement accounts, and employer 401k accounts. Include any information on debts or liabilities you may have as well.

It is common that investment plans with significant upside have risks associated with them and could potentially face a decline in the future. We will help you identify any risks with the holdings in your current plan to determine if it’s appropriate for you to continue to accept that risk.

We kick off our process by having a conversation with you. During this initial meeting, we’ll talk about assets and liabilities; setting realistic and measurable retirement objectives; assessing taxable income, deductions, and estimated tax status; estate planning; life insurance planning; and a disciplined investment planning philosophy. From there, we’ll build a financial plan designed to be easy-to-read that makes sense for you. Once it’s in place, we’ll proactively update your plan and check in with you on a regular basis.
 
You can schedule a meeting with us by scrolling to the bottom of this page.

We will discuss the appropriate frequency for updating your plan. Typically, this takes place more frequently during the first year of our relationship, and in most cases occurs annually in subsequent years. We also recommend notifying our team of significant life events, such as a change in marital status, a change in employment, or at retirement, as these will likely require an update of your plan.

As part of our standard level of service, we will check in with you at regular intervals throughout the year.

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