Integrity Wealth

Integrity Wealth

Founded in 2018, Integrity Wealth operates as a registered investment advisor in Eugene, Oregon, targeting high-net-worth families, trusts, estates, and local business owners who require integrated financial planning alongside discretionary portfolio management. The firm's founding coincided with a broader shift in the RIA space toward fee-only, fiduciary models, positioning it as a boutique alternative to wirehouse advisors in the Lane County market. The practice emphasizes wealth transfer, estate coordination, and retirement income strategies for clients whose balance sheets frequently mix liquid securities with closely held operating assets. The firm's investment posture combines third-party manager selection with direct portfolio construction, spanning equity and fixed-income allocations, alternative sleeves, and private market access where suitable for qualified clients. Integrity Wealth evaluates fund commitments, individual securities, and tax-aware overlays, shifting allocation weight based on client liquidity needs and planning milestones. Geographic focus centers on Oregon's Willamette Valley, though the firm also advises multi-jurisdictional families with legacy ties to the region. Specific portfolio holdings and fund relationships have not been publicly detailed. Integrity Wealth maintains a deliberately lean structure — typical of RIAs targeting fewer than one hundred high-touch relationships — with advisory staff operating from a single Eugene location. The firm has not disclosed total assets under management or precise team headcount in regulatory filings or public commentary, reflecting a privacy-forward posture shared with peer RIAs advising concentrated family wealth. No affiliated philanthropy, operating company, or co-investor club is currently on record. The firm's structural distinction lies in its geographic-focus scarcity: few independent RIAs in the mid-sized Pacific Northwest markets combine planning, tax coordination, and discretionary portfolio management under one fiduciary roof without a bank or broker-dealer parent. This independence from product distribution incentives shapes adviser compensation and protocol around trust and estate fiduciaries, positioning Integrity Wealth as a pure-play planner for families whose wealth is tied to local real assets, family businesses, and multi-generational trust architectures.