Integrity Wealth Management, inc - Sarasota, Florida

kelly Z.

I've been working with Adam at Integrity Wealth Management for over a year now, and I couldn't be happier with the experience. He is smart, trustworthy, and responsible—always knowing when and where to place my money to ensure success. Sam and the entire team are not only highly knowledgeable but also genuinely care about their clients. Their friendly and professional approach makes financial planning stress-free and effective. I highly recommend Integrity Wealth Management for anyone looking for expert guidance with their financial needs!

Christine R. D.

I cannot recommend Sam highly enough as a wealth management advisor! From the moment I began working with him, he took the time to thoroughly understand my financial goals, risk tolerance, and long-term aspirations. His expertise in managing investments and creating tailored strategies has been invaluable. Sam’s approach is both thoughtful and proactive—he’s always one step ahead in making sure my portfolio stays on track to meet my objectives.

What truly sets Sam apart is his ability to communicate complex financial concepts in a way that is clear and understandable. He’s not just a numbers guy; he’s a trusted advisor who genuinely cares about my financial well-being. He regularly checks in, offers insightful guidance, and makes me feel confident about the decisions we’re making together.

If you’re looking for a wealth management professional who is dedicated, knowledgeable, and truly has your best interests at heart, Sam is the person to work with. He’s been an incredible partner in helping me secure a stable financial future. I look forward to continuing our relationship for years to come!

Ben A.

I've known Sam and his office staff for a while, both personally and professionally. I can say that they genuinely care about the people they work for and with. Integrity Wealth Management is a fantastic independent financial planning firm that puts their clients goals first.

Tabaly G.

I want to thank Sam and his team for their exceptional service and unwavering integrity. Their dedication, honesty, and personalized approach have made this experience a positive and reassuring one. I’m grateful for their support and highly recommend their services to anyone seeking trustworthy retirement planning.

Vinny E.

My wife and I have been with Sam, IWM, for 12 years. We can say that he and his team are very professional and extremely knowledgeable. He and his team call every month to see if I need assistance with anything, they treat my wife and I like family. I also needed help with Medicare and Tony was the most knowledgeable person in this field you will ever know. I would highly recommend Integrity Wealth Management for your investment and retirement needs. We are blessed with Sam and his team watching over us.

April S.

I have had the pleasure of knowing Sam for over a decade and highly recommend his services. At his core he is committed to his family, helping others and just radiates positive energy. Who doesn't need that in this day and age? His enthusiam and appreciation of life's little moments spills into his business habits of making sure his clients excel in whatever their goals or ambitions may be. They are just special and I think you will be able to tell that from the moment you walk in.

Theresa P.

I got a sense of confidence, knowledge, integrity, and family from the first info event that I attended. Then Sam and Adam had a detailed meeting with me to not only explain their process and what they offer, but also, to see if they’d be a good fit for my needs and personality. Their professionalism and my intuition agreed this is a good move and they made the funds transfer process nearly seamless. We continued to meet as needed during this time to ensure I understood what was being done with my investments. I trust Sam and the entire team at IWM that they have my best interests in mind, and they do everything in their power to help me meet my retirement goals. They really do make you feel like family!

Chris F.

I’ve been using Integrity Wealth Management for 4 years now and have nothing but good things to say. Sam and his team are incredibly knowledgeable and make it easy for me to understand my financial future. The staff is friendly and very responsive to any questions I have.