Loren Sherman, CFP® RICP® WMCP®

About Me

When I was much younger, I would sometimes drive my parents and teachers crazy by constantly asking “Why?” I was always curious, and a simple answer of “that’s just the way it is” never satisfied.

At Integrity Wealth Management, I’ve continued to embrace this way of thinking, always looking for ways to improve upon the status quo. Repeatedly asking "why" was the catalyst behind creating a premium, full-service firm tailored for high-net-worth clients.

How We’re Different

I hate to admit it, but from the outside looking in, most firms look alike. Below are 7 key ways in which we are “swimming against the current.”

1. Flat-Fee Pricing which is never based on the size of your portfolio
2. Fiduciary Relationship 100% of the time, without exception
3. In-Depth Tax Planning helps more dollars stay within your portfolio
4. Legal Documents- creating and updating your legal documents is fully covered with no out of pocket cost to you (will, trust, healthcare directive, power of attorney, etc.)
5. Team Approach with experts in portfolio management, tax strategies, insurance needs, private wealth, and estate planning
6. Comprehensive Planning- we’ve modeled the firm after what is commonly referred to as a “Family Office” which offers top-tier services and personalization, but for those between $1MM to $20MM (rather than $100 million and up like Family Offices)
7. Retirement Risks Analysis- our firm’s 2-page report offers a color-coordinated grade of 15 retirement risks, allowing you to quickly view your plan’s strengths and weaknesses

The “Old” Way

Seeking out an investment firm can be a daunting task, especially when many advisors give you a “hard sell” by telling you how great they are, then shortly thereafter, ask you to sign on the dotted line.

The challenge is that you don’t learn if and how the advisor can improve your financial situation until AFTER you’ve already made the commitment. Further, we’ve all experienced situations where everything looks great on paper, but it just doesn’t feel right.

A Better Way

We turn this process on its head by doing a lot of the heavy lifting on the front end by creating a Retirement Risks Analysis, personalized to you and your situation. This is a one-page, color-coordinated report grading 15 key risks everyone faces in retirement. This way, if we are the right fit, we can hit the ground running and work to improve your plan’s biggest weaknesses.

Additionally, creating your Retirement Risks Analysis requires some back and forth communication, so you get a feel for what it’s like working with us BEFORE you’re asked to make a commitment to our firm.

What’s Next?

To see if a Retirement Risks Analysis makes sense for you, take the 1st step, by scheduling an introduction call where we can meet by phone or Zoom.

Get started by scheduling an INTRO CALL now.