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        (941) 955-2700CallVisit WebsiteVisit WebsiteMap & DirectionsDirections6561 Palmer Park Cir Ste CSarasota, FL 34238Write a ReviewWrite Review

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        General Info
        We are a private wealth management firm that provides personalized strategies which may assist in protecting, preserving and growing your retirement assets. We also offer suggestions on how to potentially reduce your taxes and leave a legacy for your loved ones. Most importantly, we treat our clients like family. Our business is built on our long lasting relationships premised on our core values of trust, honesty, communication, and exceptional, personal service. In addition to building and securing your retirement, we take a different approach to business. We like to have a little fun along the way and consider all of our clients members of the Integrity Wealth Management family
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        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Phone: (941) 955-2708

        Other Link

        https://www.iwmfl.com/contact

        Categories
        Investment Securities, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service

        Reviews

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        ML
        Mary L.

        06/11/2024

        Overall
        Expertise
        Service

        My husband and I have worked with Sam for about 20 years. Now that I am a widow, I rely on Sam's advice to help me with my retirement. I am not an expert about finance, but I know and trust that Sam and his group look out for my interests, Highly recommended because they care!

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        TC
        Tony C.

        05/21/2024

        Overall
        Expertise
        Service

        Sam has been my financial advisor since I retired 15 years ago. As a former lawyer, I was impressed with Sam's efforts to know me as a person as well as my needs and goal before presenting a comprehensive financial plan for the future. I appreciate his regular review of our initial plan to determine whether any modifications are required by life's inevitable changes. Finally, Sam and his team have always been responsive to my inquiries- which is so important for retired person.

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        LS
        Lindsey S.

        05/13/2024

        Overall
        Expertise
        Service

        Sam and his team have been wonderful to work with. I appreciate the community outreach him and his team do on an ongoing basis.

        Helpful(2)Flag

        Details

        Phone: (941) 955-2700

        Address: 6561 Palmer Park Cir Ste C, Sarasota, FL 34238

        Website: https://www.iwmfl.com/contact

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