Ralph Adamo's Linkedin Analytics

☎ (949) 955-1188 | [email protected] | 🌐 Integrityiwm.com | With no shortage of financial advisors, how do you pick the right one for you? It’s not always a simple answer. That’s one of the reasons I wrote the book, “Integrity @ Work: Finding Your Financial True North”. Think of it as a roadmap for finding the right financial advisor and firm. Isn’t Your Wealth Worth Protecting? You grew your wealth on the back of hard work, integrity, and perseverance. Expecting it to transition into generational wealth takes purposeful education and planning. In fact: 71% of families fail to transition wealth to the 2nd generation, and 90% to the 3rd generation. As a business owner, you’re busy building things and growing your company. And as you grow, new problems and blind spots arise. Learning as you go can be costly, and chances are, you don’t have the time, skills or knowledge to keep up with and successfully navigate today’s complex financial landscape. That’s where my team and I come in. I’m Ralph Adamo, Author of Integrity @ Work, President of Integrity Wealth Management, creator of The WealthTrac FORMula, a suite of proprietary processes that empowers successful professionals to preserve and perpetuate wealth for future generations and National TV Commentator, Politics and Profits with Rick Amato, as seen in 30 million homes across America. For me, being a financial advisor is not a job or career. It's a lifestyle. I was raised by immigrant, blue-collar parents, and realized early that if I wanted something, I'd have to put in the work. I learned the value of a dollar and in keeping and investing what I earned. As a result, I know my family and my wealth will be protected long after I’m gone. Over the last 30 years, I’ve helped 1000’s do the same by curating best practices, infusing them into their thinking, and cultivating conversations that they need to have so their wealth doesn't dissipate. It’s what we call the “Business of Family”. At Integrity Wealth Management, we build relationships that aren't defined by investments and money alone but by mutual trust and respect. We provide a long-term financial plan that’s built to handle market fluctuations, with appropriate investments for your goals, time horizon and risk tolerance. We’re not all things to all people, but we are everything to a select few. If you're ready to think differently about your money and start a new journey to wealth management, check out The WealthTrac FORMula below or let's hop on a quick call to introduce ourselves.