The company provides a virtual family office for centralized financial, legal, and relational services, including tax strategies, investments, and multi-generational wealth planning.

The general contractor for complex wealth structures. Neutral, flat-fee PPLI Coordinator for RIAs, trust companies, family offices, and global families — managing every specialist without competing for the client relationship.

Private Placement Life Insurance coordinated end to end — six specialist roles and three implementation phases: Pre-Policy Planning, Policy Execution, and Funding & Ongoing Management.

Interactive tax model comparing PPLI and Private Equity IDF against taxable accounts. Adjust return rates, tax assumptions, and policy costs to see the after-tax advantage.

Perspectives on wealth, tax, and legacy planning from the Integrity advisory team — practical guidance for high-net-worth individuals, families, and the advisors who serve them.

A professional framework for UHNW implementation — the ten specialist roles and coordination model required for Private Placement Life Insurance execution.

The page explains how a structured accounting of assets and liabilities supports tax, investment, estate, and insurance planning.

Brandon contributes expertise in 401(k) plan design to Integrity Financial’s business owner clients.

Dr. Kristofer Gray, CFP serves as a Family CFO for entrepreneurs, entertainers and professional athletes. Kristofer helps entrepreneurs and family owned busi

Loren Wengerd received a BA from Yale University in 2001. He holds a Series 65 securities license. Loren’s underlying driving force as a licensed financial ad

With over twenty years of experience in the securities industry, Michael brings a wealth of experience to the administration and operation of an SEC-registere

Integrity Financial offers SEC-registered wealth management advisors for financial planning, estate, and investment discussions.

The company assists entrepreneurs, artists, athletes, executives, and global families with wealth management, family office services, and workplace solutions.