Rutland, VT Financial Advisors | Integrity Wealth Management Group

Manage transition.
Pursue what matters.

Integrity Wealth Management Group

802-772-3252
800-564-1265

855-855-7635

67 Merchants Row
Suite 102
Rutland, VT 05701

At Integrity Wealth Management, our name speaks volumes about who we are and what we do. We’re a “clients-first” team that genuinely cares about the challenges you face as you work, raise families and plan for the future—especially when navigating the rough waters that often come during life’s major transitions. From retirement and business succession to the more personal experiences of divorce and loss of a loved one, we believe our deep understanding, disciplined process and patient planning approach can help you confidently embrace life’s next chapter. Most important, we’re here to help you find answers to the questions that matter most as you pursue financial well-being today and tomorrow.

Get started on my financial plan

When times are changing, we go the extra mile

We believe what sets our team apart from so many others is the personal connection we often make with our clients when they need it most. Because we are truly passionate about helping make our clients’ lives better, we go the extra mile to help you make the tough decisions during these periods of major life change.

Retirement

Retirement means different things to different people. For some it may be a reduced work schedule. For others, it may be a relaxed, simpler life—which, together, may last 30 years or more. How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement, the more these decisions can impact your retirement lifestyle. We’ll help you plan and prepare for the retirement you’ve earned.

Divorce

We’re compassionate advocates who can help you deal with the financial and legal hurdles you may face during a separation and divorce. Considerations such as alimony, child support and property settlement options are evaluated. Our goal is to help empower you with the tools and planning skills to make appropriate choices for the future. From healthcare to insurance planning to retirement and estate planning strategies, our team has the experience to guide you each step of the way.

Loss of a loved one

How do you even think about finances at a time like this? Getting back to “normal” after the death of a partner, whether sudden or anticipated, is an overwhelming task. We’d like to provide the advice you need to sort through the many decisions you’ll face as you begin to move forward.

Business transition

Owning, growing and finally deciding to leave behind your business is likely one of the biggest investments of your life—both financially and emotionally. Planning conversations early on can save you stress—and money. From expansion and acquisition to an eventual exit or succession strategy, we can help make this complex process more efficient and productive—for you, your family and those next in line.

Creating your planning “road map” for transition

We believe that planning is the foundation of every successful client relationship—particularly during life’s transition. That’s why we begin with in-depth conversations to help us gain a better understanding of your needs, priorities and current wealth picture—financial assets and liabilities. From there we develop your personal “road map”—a comprehensive view of what you have, and what you may need to address your most important short-term and long-term goals. Our five-step planning process works like this:

Discover
Asset discovery and review
Detailed plan and professional collaboration
Action plan
Ongoing monitoring

1. Discovery

We ask a series of key questions to fully understand your goals, risk profile and concerns.

2. Asset discovery and review

We identify all of your assets and liabilities and discuss them within the context of your priorities and goals. This information helps us create a budget—the first step toward helping you gain greater control and financial independence.

3. Detailed plan and professional collaboration

We coordinate with you and your professional advisors, if appropriate, to look at your current situation, potential settlement concerns and possible outcomes.

4. Action plan

Your plan will address everything from reviewing your estate plan, tax planning, investments and all the steps we collaboratively prioritized to make your transition.