Brian has helped 1000's of investors reach their goals in his 31 years working as an investment advisor. He has served as President of Integrity Wealth Management since 2009 and has been an investment advisor since 1992. In 1992, he received his BS in financial services from San Diego State University. Brian and his wife, Angela, have been married for 30 years and have 9 children, 5 of whom are adopted from Haiti. They are big believers in helping others and highly value long term relationships. Brian and Angela enjoy time at the lake, traveling and enjoying family events.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Craig Wessels
Senior VP
Craig Wessels has enjoyed helping clients meet their financial goals for more than 17 years. After graduating from the University of Idaho he worked with Ameriprise in Bellevue Washington before spending 14 years at Charles Schwab helping clients in the Spokane and Coeur d'Alene area. In 2018, he joined Brian at Integrity Wealth Management fulfilling a longtime goal of being an independent Registered Investment Advisor. Craig focuses on helping clients achieve their goals through comprehensive financial planning, risk management, portfolio diversification and investment selection. Outside the office Craig enjoys spending time with his wife Amanda and their 4 children. You'll often find them boating on lake Coeur d'Alene or skiing at one of our great local resorts.
General Information |
| States Licensed in: | WA, ID |
| Number of Years with Current Firm: | 15 |
| Work Experience: | 2009 - Present - CEO - Integrity Wealth Management 1996 - 2009 - Private Client Consultant - Charles Schwab, Inc. 1992 - 1996 - Registered Representative - Nelson Securities |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning |
Services |
| Investment Types: | Options & Futures, Mutual Funds, Stocks, Commodities, Alternative Investments |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 100 |
| Advisor's Number of Managed Clients: | 90 |
| Advisor's Number of Planning Clients: | 50 |
| Assets Managed by Advisor: | $130,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250K+ |
| Compensation Methods: | Based on Assets, Hourly |
| Fee % Based on Assets: | 1% |
| Additional Details on Charges: | Financial Planning fees are based on the complexity of the clients circumstances. |
Education |
| BS Business Administration - Financial Services | San Diego State University - San Diego, CA 01/08/1990-05/15/1992 |
Financial Services |
| Portfolio Management
Your portfolio will have a mix of the best of the best investments from our diligent screening process via a mixture of mutual funds, ETFs, stocks, and bonds. These investments are chosen from a universe of over 40,000. We do not use commissioned products due to our fiduciary responsibility to put your needs before ours. In addition, we are paid based on your assets under management, thus as your portfolio changes in value so does our fee, yet we will always be aware of your risk tolerance. We serve both ultra conservative investors, long term growth investors as well as aggressive investors. You will receive a quarterly performance report reflecting your returns net of our fees to help you determine how well we both are doing. |
| 401K Rollovers
We help you determine if your existing plan has the investment choices you need to accomplish your goals, if the fees are reasonable and then compare and contrast the options we can offer you. If you feel it is in your best interest to transition your assets to an IRA rollover account then we will guide you through the process of doing so in a tax free manner. |
| Retirement Planning
You want to have enough money to retire comfortably. Youre not sure how much money you need to save to do that. You worry about taxes, inflation and variable expenses in the future. Our planning will help you answer those questions. |
| Tax Advice and Services
Do you feel like you pay too much in taxes? We can help you understand where deductions maybe available to you and relay that to your CPA. Many times we find areas they have not advised on in areas such as charitable giving, tax loss harvesting and retirement planning. |
| Education Funding and Planning
529s, UGMAs & Coverdell plans all have pros and cons when it comes to saving money towards a future education. We can help you understand which maybe best for your dependent or grandchildren. |
| Wealth Management
Our services help you organize many separate but complicated issues in your financial life such as investment management, tax planning, estate planning and areas of risk you may not even knew existed. Our expertise can help identify, plan for and eliminate such worries in your financial life. Many of these areas are fluid due to market conditions, regulatory changes and economic trends that our firm has a pulse of. |
| Risk Management
Insurance may save your net worth in the event of a major accident or health issue. We can help identify where holes in your plan exist and recommend professionals in these areas to give you the coverage you need to reduce these risks. |
FAQs |
Do you have a customer satisfaction or refund policy?Client's do not pay to setup accounts, nor to close accounts. Our fees are based on the daily valuation of each clients portfolio value. |
How are you compensated? How will I pay for your services?Fees are paid in arrears based on the daily valuation of assets under management. Financial planning fees are paid annually based on the complexity of each households circumstances. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?In general Integrity Wealth Management, Inc. will buy and sell securities without each clients direction based on the agreement they sign prior to engaging |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Spokane | WA Couer d'Alene |
| ID Ponte Vedra | FL |
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