
9715 E Dorado Ave
Greenwood Village, CO 80111
303-646-7767

The Integrity Wealth Group is a Colorado-based wealth advisory team serving affluent families, professionals, business owners, and individuals who want a more coordinated and intentional approach to their financial lives. Our work is built around our Seven Pillar Process, a comprehensive framework designed to connect investment management, risk management, cash flow strategy, tax planning, estate planning, philanthropy, and value-added services into one cohesive planning experience.
For clients with meaningful wealth, the financial decisions are rarely isolated. Investment strategy, tax exposure, estate considerations, liquidity needs, family protection, charitable intentions, and major life transitions all influence one another. Our role is to help clients bring structure and clarity to those decisions while coordinating with their other trusted professionals, including CPAs, estate attorneys, insurance professionals, mortgage professionals, and real estate advisors. We seek to build long-term relationships based on education, thoughtful planning, proactive communication, and a deep understanding of what each client wants their wealth to accomplish.
The Integrity Wealth Group works through LPL Financial, which serves as our broker-dealer, Registered Investment Adviser, custodian, and operational platform. LPL provides access to investment research, technology, custody, brokerage and advisory infrastructure, data protection resources, and a broad wealth management platform that helps independent advisors deliver tailored guidance to clients. This relationship allows our local team to provide personal, relationship-driven advice while leveraging the scale, resources, and institutional support of one of the nations leading independent financial services firms, with $2.3T* in assets and 8 million Americans served.
*Data as of March 2026
See Disclosures
Firm Start Year
2020
CRD#
6278803
Firm CRD#
6413
Insurance License#
CO 438419
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Financial
States Licensed in
CO, AZ, CA, FL, GA, ID, NY
Years of Experience in Financial Services
13
Number of Years with Current Firm
6
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Investment Types
Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Office, Your Home, Video Conference, Your Office
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
Certifications, Accreditations & Designations
CPFA
Securities Licenses
Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Assets Managed by Firm
Not Specified
Total Assets Under Management by Advisor
Not Specified
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Commissions, Hourly, Based on Assets, Flat Fee
Minimum Fee Charged for Managed Accounts
Case by Case Basis
Minimum Fee Charged for Hourly Planning Accounts
Case by Case Basis
BA in Chemistry -
University of Denver
09/1999 -06/2005
MBA -
University of Denver
09/2003 -06/2005
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Tracking #1138457-01-03