ABOUT US | Integrity Wealth Management

Who We Are

Integrity Wealth Management Inc. is an independent, registered investment advisory firm based in Sarasota, Florida. We specialize in working with retirees and pre-retirees to create customized retirement plans that meet and exceed clients’ financial goals. Whether you’re looking for ways to accumulate funds, manage risk, create an income stream you can’t outlive or leave a legacy for those you love, we’ll work to develop strategies and solutions that are right for your unique situation.

How We Deliver

We specialize in providing clients with financial advisory services for long-term, low-risk investments and securities, including IRA and 401(k) rollovers, Roth IRAs, and other existing retirement plans. Our primary goals include helping you grow and preserve your wealth, in addition to creating a tax-efficient plan for distributions and transferals. IWM can also help you create a personally tailored life insurance plan that will ensure your financial legacy for your loved ones.

About Sam Cione

Samuel L. Cione, president and founder of Integrity Wealth Management Inc. and a registered investment advisor, has been in the financial services and insurance industry for more than a decade. Sam’s mission for the firm is to enhance its reputation for helping clients reduce tax burdens and increase income. With careful assessment of clients’ financial goals and objectives, he is able to help create both estate and investment plans suitable for client needs. To address all of clients’ concerns, Sam has built partnerships with area Certified Public Accountants (CPAs) and attorneys who specialize in estate planning.

Sam serves as a mentor to insurance agents throughout the Southeastern region of the United States, helping new agents improve the service they offer their clients. He has also been inducted as a Top of the Table Member of the Million Dollar Round Table, a designation he earned for his commitment to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. In 2009, Sam was one of four advisors selected nationally by Senior Market Advisor as part of “the new wave of advisors” for finding workable solutions to bridging the generation gap with clients.