by jonathan

Trust.
Accountability.
Transparency.

Helping you chart
a course to
financial freedom.

Dedicated to
a customized
client experience.

Integrity Wealth is a financial planning practice that focuses on you, not just your investments.

We will work with you to build a straightforward financial plan that serves as a blueprint for where you want to go. And we will help you get there.

Financial Planning

Retirement Planning

Estate & Insurance Planning

Tax Planning

Who We Are

Integrity Wealth is a client centered financial planning company focused on truth, accountability, and transparency.

Whether you’re a mid-to-upper level executive, young professional with positive cash flow, or about to retire, we will partner with you to make financial decisions at every age and stage of life to help your financials goals become a reality.

Get in touch with us.

About Integrity Wealth

Integrity Wealth was founded in 2006 when Jeff Coplan developed a new vision for financial planning after working for a large national firm. He wanted his clients to have a customized plan that was easy to understand.

Learn more about our financial planning philosophy.

Our Client Types

Upper Level Executive

Young Professional

 

Current Investor Seeking a Second Opinion

A financial plan designed for you.

Frequently Asked Questions

These are just some of the common questions we are asked. To learn more, please visit our FAQ page.

Is there a charge for an intitial review of my financial plan?

No. An initial discussion and comprehensive review of your plan is complimentary and without any obligation or commitment.

What should I have prepared before a first meeting?

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.

If my current investment plan is performing great, why would I want to change anything now?

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 beneficial for you to continue to accept that risk.

Get in touch

We are available to answer your questions and discuss your financial planning needs.

Send us a message

Your Name

Email Address

Phone Number

Company

Message

Contact Information

14850 Scenic Heights Road, #110
Eden Prairie, MN 55344
United States

952.937.5003

Do you have questions about how Integrity Wealth can help you reach your financial goals? Send us an email and we’ll get in touch shortly.