With Integrity Wealth Management

With Integrity Wealth Management is a Wealth Management firm in Plymouth, MA, located at 1 Village Green N # 122. The firm provides customized income planning and portfolio management solutions to help clients curate a wealthy life defined by financial independence, holistic wellness, and balance. Their approach is statistically and process driven, aiming to cultivate confidence in financial plans through a relationship founded on trust and respect. The team serves the local community, with advisors who live, work, and volunteer in the area, offering personalized solutions around client goals. It holds a 5.00 rating based on customer reviews.

The practice was founded in 2003 by Cliff Westberg, CFP®, after eleven years working for large firms. Westberg established the company to provide honest, impartial advice free from the quotas and pressures of big firms, creating a practice where clients are the sole priority. The firm is registered with Commonwealth Financial Network®, and investment transactions are cleared by National Financial Services LLC, a Fidelity Investments company. The team includes Cliff Westberg, who holds the designations of Certified Financial Planner®, Chartered Socially Responsible Investing Counselor, Certified Plan Fiduciary Advisor, and Certified Private Wealth Advisor, alongside Jim Quinlan, CRPC®, a Chartered Retirement Planning Councilor. Lois Burke serves as Office Manager.

The firm hosts investment workshops and takes pride in helping clients understand their options and make informed decisions. Staff members address concerns and answer questions to put clients at ease. Beyond financial planning, the team identifies as partners, parents, and volunteers who believe in personal responsibility and community improvement. They participate in projects that make a difference for friends and neighbors in Plymouth.

Customers have given the firm a positive rating, reflecting the trust and respect the team strives to maintain with those they serve. The 5.00 rating is based on reviews from clients who have engaged with their customized planning and management services.

With Integrity Wealth Management brings its locally rooted, integrity-focused financial planning to Plymouth, helping residents achieve the life they have imagined.

The office sits on Village Green N, about a fifth of a mile from the Pinehills Fire Station and close to Pilgrim Highway. It is also near the Pinehills Golf Club and the Wildlands Trust - Six Ponds East Preserve.

BizScoreAI gives the business a Technical score of 88 out of 100, which means the website is secure and easy for search engines to read. A Discoverability score of 75 out of 100 ensures AI crawlers can find every page to recommend the firm. The business ranks number 2 of 3 Wealth Management businesses that BizScoreAI has scored in Plymouth.