Experience the Fiduciary Difference
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Mike Patton, CFP, AEP, BCE, CTS, CMFC
President, Integrity Wealth Management, Inc
The Power of Good Advice...
The financial services industry continues to be driven by the sale of financial products. This is not what clients need or deserve.
At Integrity Wealth Management, Inc., a Registered Investment Advisory firm, we are held to a fiduciary standard which is the highest legal standard in the industry. As such, we will always place your interests ahead of our own when rendering advice.
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Valuable Resources
Published Articles
Mike Patton's Published articles:
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Columnist for Forbes.com (2009; 2012-16; 2020-present)
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Contributing Editor, Investment Advisor magazine (2007-16)
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Writer, ThinkAdvisor.com (2007-2016; 2018-2019)
To read Mike's articles, click the logos below.
Our Services
Experience the Fiduciary Difference
Here is a brief overview of the primary services we offer.
Team Coordinator
Financial Planning
The Process
Here are the phases and steps involved the financial planning process.
About Us
After many years working in a corporate environment, it was obvious that the client's needs were secondary to company profits. The only way to provide the advice client's desired and deserved was to become an independent advisor. Integrity Wealth Management was launched April 1, 2007.
Our Fiduciary Oath
I. To put clients' interest first at all times
II. To act with utmost good faith
III. To provide full and complete disclosure of all material facts
IV. To not mislead clients
V. To disclose all conflicts of interest
Click one of the links below for more information
(Full Disclosure Document)
IWM is registered to do business in Louisiana. We also have clients in New Hampshire, Arizona, Florida, and Tennessee (registration is exempt under the de minimis rule).
IWM and its investment adviser representative(s) will only communicate with individuals and/or transact business in states that the firm or its investment adviser representatives are registered or exempt from registration.