Meet the professionals who can help you Pursue Your Goals

 

Blending the best of cutting-edge technology with the personal touch of your own financial planning team

We believe it’s important to get to know each other and learn what makes you tick. This helps us learn if we’re a good fit, and gives us insight to help build an ideal retirement tailored just for you!

 

What is a Fiduciary Financial Advisor?

The word “fiduciary” comes from the Latin “fiducia,” meaning “trust.” We believe that trust is the bedrock to any meaningful and long-lasting relationship. Our clients put their faith in us, not only to help themselves succeed throughout retirement, but often their friends, family, and members of their community.

FIDUCIARY OATH

  • We will always put our clients’ best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
  • We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

 

“We adhere to the fiduciary standard with our clients”

LOREN SHERMAN

CFP, RICP, AIF, CRC, CKA

LOGAN QUECK

CFP

Meet the Team

Integrity Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Logan Queck, CFP®

Co-Founder/Financial Advisor

Loren Sherman
CFP® RICP® WMCP® AIF® CRC® CKA®

Co-Founder/Financial Advisor

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Ready To Take The Next Step?

Schedule a Next Best Step Phone call. From there we will build a plan for you or part as friends.

Or give us a call at 515.259.6369
Email: Hello@integrityguidance.com