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Mike Patton, CFP, AEP, BCE, CTS, CMFC

President, Integrity Wealth Management, Inc

Click below to read Mike's...

Experience the Fiduciary Difference

Valuable Resources

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.

Experience the Fiduciary Difference

Here are a few differences between a Registered Investment Advisor and a broker
Clients have greater protection when working with a fiduciary.
 

Published Articles

Mike Patton's Published articles:

  • Columnist for Forbes.com (2009; 2012-16; 2020-present)

  • Contributing Editor, Investment Advisor magazine (2007-16)

  • Writer, ThinkAdvisor.com (2007-2016; 2018-2019)

To read Mike's articles, click the logos below.

ThinkAdvisor Logo.jpg
 
 

Our Services

Experience the Fiduciary Difference

Here is a brief overview of the primary services we offer.

Financial Planning

Good decisions are preceded by a thorough analysis. Our comprehensive financial planning process will give you clarity and peace of mind. To view a list of common questions answered through the planning process, click the button below.

Portfolio Management

Our core principals include:

1) Keep fees to a minimum

2) Avoid large losses

3) Construct the proper portfolio mix to achieve your goals

4) Adopt a long-term perspective

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

ADV-II

(Full Disclosure Document)

Disclosures

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.

 

 
 

Contact us

Email & Phone:

mike.patton@integritywealth.us

Tel: 225-926-0202
Fax: 225-926-0203

Mailing Address

P.O. Box 78408

Baton Rouge, LA  70837

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