Who We Are
Integrity Wealth is a client centered financial planning company focused on truth, accountability, and transparency.
We will partner with you to make financial decisions at every age and stage of life to help your financial goals become a reality.
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.
Our Client Types
Upper Level Executives
Current Investors Seeking a Second Opinion
A financial plan designed for you.
Frequently Asked Questions
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.