Integrity Wealth Solutions LLC

Integrity Wealth Solutions, established in August 2016, is a Denver-based financial advisor firm owned by Clint Thomas and Justina Welch. Specializing in wealth management consulting, the firm offers portfolio management and financial planning services to individuals, families, and ERISA retirement plans. Their investment strategy focuses on portfolio diversification and asset allocation using mutual funds and exchange-traded funds. Clients receive customized portfolios tailored to their goals and risk tolerance, with ongoing monitoring and quarterly performance reporting. The firm provides fiduciary services, including 3(21) fiduciary services to retirement plans. The minimum relationship size is $500,000, with exceptions subject to approval. Fees for asset management are based on a tiered structure, with an annual fee ranging from $5,000 to $140,000 based on assets under management. Clients may pay fees directly or have them deducted from investment accounts. Integrity Wealth Solutions operates under a fiduciary duty, ensuring client interests are prioritized. Clint Thomas and Justina Welch, both Certified Financial Planners, have clean disciplinary records and are committed to upholding ethical standards in their advisory services.