Integrity Welcomes Perspective Wealth Planning to its Holistic Wealth Management Platform
Integrity announced Perspective Wealth Planning has joined Integrity. A respected wealth management firm based in Pennsylvania, Perspective Wealth Planning is led by Matthew Fox and Mike Tedeschi. Financial details were not disclosed.
Perspective Wealth Planning focuses on helping clients retire earlier by creating personalized strategies from a blend of four in-house portfolios: growth, tactical, dividend income and wealth builder. The firm is set apart by its uniquely transparent process, which includes frequent market updates, direct access to portfolio managers and advanced guidance during volatility.
“Matthew and Mike bring extensive knowledge and experience in their field, combined with a commitment to innovation and excellence,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “Their proactive communication approach and precision in market strategies are in complete alignment with Integrity’s mission to help more Americans obtain greater financial security. Perspective Wealth Planning advisors can now unlock broader solutions and innovative resources to help more Americans maximize the assets they’ve built and prepare for the good days ahead. Advisors can also utilize Integrity’s interconnected framework to grow their business by more holistically serving clients’ interconnected life, health and wealth needs. We’re honored to welcome the Perspective Wealth Planning team to Integrity Wealth and we look forward to continuing to transform the industry together.”
“One of the best parts of my job is when I get to tell clients they can retire earlier than expected. Integrity offers us the resources to manage our clients’ portfolios more effectively based on their specific objectives,” said Matthew Fox, Founder of Perspective Wealth Planning. “The structure of Integrity Wealth gives us the freedom and flexibility to build the business our way, while benefitting from Integrity’s strong foundational resources. We’ve always been solution builders, and Integrity’s forward-looking vision of integrated advisement resonates with our growth goals. I wholeheartedly support the direction in which Integrity is leading the industry and I’m excited to be a part of that transformation.”