Sam was very patient, and stayed in touch for a couple of years after our initial introduction. One of the reasons that I procrastinated on meeting with Sam for a second visit was, as I always told my wife, Pauline, “he’s too nice to be any good at this”.
Finally, it became evident that I had put my trust is the wrong advisors, and I sought a meeting with Sam. Sam shared his investment strategy with Pauline and me, and we decided to give him a chance. We invested cautiously and gradually became more confident. We quickly became friends and felt like family more than business acquaintances.
As our confidence grew, we even brought my family members into the IWM fold, and were confident they too would feel comfortable and secure with Sam and Laurie’s style and strategy.
We now spent a lot less time worrying about our investments; and rest assured that, as our needs change, IWM will be there meet them.
TESTIMONIALS
I have known Sam and Laurie for about 5 years, having attended one of their Investment Seminars at Flemings Steakhouse. At the time, I had been working with various other Investment Advisors, and was pretty dissatisfied with the majority of them, and wary of the rest.
My wife and I retired to the local area in February 2011, when we received an invitation to an Integrity Wealth Management dinner event. We were so thoroughly impressed with Sam’s presentation that we decided to have him do a review of our existing portfolio. After careful review, Sam made some suggestions of how he thought we could better position our assets and be more able to enjoy our retirement. After 28 years in the Air Force where Integrity was our first core value, I knew I couldn’t go wrong with Integrity Wealth Management. I only wish my wife and I had the opportunity to work with Sam sooner. Thanks for putting us on a better path to financial stability and we look forward to a long and rewarding relationship.
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