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Mike Patton, CFP, AEP, BCE, CTS, CMFC
President, Integrity Wealth Management, Inc
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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.
Our Services
Experience the Fiduciary Difference
Here is a brief overview of the primary services we offer.
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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.
Contact us
Email & Phone:
mike.patton@integritywealth.us
Tel: 225-926-0202
Mailing Address
P.O. Box 78408
Baton Rouge, LA 70837