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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.
 

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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

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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)

 
 

Contact us

Email & Phone:

mike.patton@integritywealth.us

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

P.O. Box 78408

Baton Rouge, LA  70837

Call Now: 225-926-0202