We feel the most fulfillment and find our purpose when we can help our clients tune out the noise and focus on what really matters to them. we educate them so that they are in the best position to make informed decisions about their specific goals and objectives. this allows our clients to look to the future with anticipation instead of apprehension.
We can’t make guarantees in the financial world about what the markets will do, but we can make and keep promises about the way you will be treated when you become a client.
We make our best effort to learn as much about you and your family as possible in order to build a rewarding and long-lasting partnership. You are not just another client if we choose to engage in a relationship with you. We define our success by YOUR success; therefore, your interests will align with ours. We believe true success is achieved when you feel more clarity and satisfaction regarding your financial life because of our relationship.
We will treat you the way we would want to be treated if we were in your shoes. That means we will always treat you and your family with the
utmost respect and we will expect the same in return. That also means returning your phone calls and emails promptly to make sure your question or concern is addressed in a reasonable period of time. We will have constructive conversations with you at whatever level YOU feel is the most helpful given where you are in your financial path. We will not talk down to you, lecture you or use overly complicated charts and graphs to try to impress you with our knowledge.
We have more than 50 years of combined experience in the financial planning industry. and worked together at an independent financial planning firm for almost 20 years before founding IntegriGen in 2015, . When we decided to leave that firm and start IntegiGen, it was vital for us to maintain our firm’s independence instead of joining a bank or an institution with proprietary products.
We are both CERTIFIED FINANCIAL PLANNER™ professionals and have been personal friends for many years. We strive to extend that same sense of friendship and family to our clients. For more than 2 decades each, we have been workign with multi-generational clients and their families throughout the various financial and life phases.
We take our duty as CFP® Professionals very seriously. Our independence allows us to honor our values by doing what's appropriate for our clients, not what is more profitable for us or LPL Financial. This is one of the reasons we chose LPL Financial as our Broker Dealer. They don't offer ANY proprietary products and priortize allowing advisors to maintain their true independence. This was in line with our values. We believe everyone has the right to receive professional advice from an adviser they trust implicitly. We chose the name IntegriGen Wealth Management so that our name would embody the concept of integrity and working with multi-generations since we plan to be in this business for many years to come. We truly love what we do and look forward to “helping you pursue what really matters.”