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About

Home About

About

by jonathan

You worked hard for your financial success—let Integrity Wealth help you preserve the assets you built.

Integrity Wealth was created in 2006 when founder Jeff Coplan developed a new vision for financial planning. Jeff believed that the industry should be more tailored to the client’s need with more diverse and flexible product offerings. He wanted his clients to have a customized financial plan that was easy to understand.

Integrity Wealth achieved Jeff’s vision. Today, the professionals of Integrity Wealth help individuals and couples of all ages plan for their financial futures by using a systemic approach to analyze needs and develop a customized financial strategy.

We view financial planning with a holistic approach, even collaborating with other professionals to ensure you are receiving the best and most comprehensive range of wealth management consulting services.

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

Contact us today for an initial and comprehensive review of your financial wellbeing. Our initial consultations are always commitment free, and can help you identify current and future financial goals.

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Meet the Professionals of Integrity Wealth

thumbnailjeff

Financial Advisor
Registered Principal, RJFS

thumbnail jelene

Client Service Manager

KHH-021-Web-Res

Marketing & Communications Associate