Integrity Wealth Partners

Yes. As a registered investment advisor, the firm is legally bound to the fiduciary standard under the Investment Advisers Act of 1940, meaning it must act in clients' best interests and disclose conflicts of interest. This differs from broker-dealer firms that may operate under the less stringent suitability standard.

Integrity Wealth Partners builds globally diversified portfolios primarily using low-cost ETFs and mutual funds. Allocations span domestic and international equities, fixed income, and real asset exposure, with portfolio weights driven by each client's risk capacity and time horizon. The firm also employs asset location strategies to improve after-tax returns.

The firm custodies client assets at major discount brokerage platforms, including Charles Schwab and TD Ameritrade. These third-party custodians hold client funds and securities, provide trade execution, and issue account statements, while Integrity Wealth Partners retains discretionary management authority over the portfolios.

There is no public evidence that the firm offers private equity, venture capital, hedge fund access, or direct co-investment opportunities. Its published approach centers on publicly traded securities, consistent with the service model of a planning-focused RIA serving mass-affluent and high-net-worth individual clients.

No. Integrity Wealth Partners is structured as a boutique registered investment advisor serving multiple unrelated clients, not as a single-family office dedicated to one source of wealth. It does not appear to offer family-office-style services such as bill pay, estate administration, or concierge services.