Business Details
8 Years
experience
Your Trusted Financial Partner in Moorestown, NJ
Founded in 2018, Integrity Wealth Management operates as an independent firm affiliated with LPL Financial. Our philosophy centers on Advocacy Integration, focusing on clients' family, work, and life goals. With roots tracing back to Beneficial Bank, we combine decades of experience with personalized financial roadmaps to address evolving life circumstances. We maintain the highest standards of care while prioritizing relationship-driven service. Our team of seasoned professionals works closely with clients to create customized strategies for financial security, retirement planning, wealth preservation, and intergenerational wealth transfer.We serve clients from our Moorestown, New Jersey office located above Armstrong Pediatric Dental, providing access to comprehensive financial solutions through LPL Financial. Our commitment extends beyond mere asset management to understanding what matters most to each client and developing actionable plans to achieve those objectives.
Services
Financial Planning
Retirement Planning
Portfolio Management
Wealth Preservation
Estate Planning
Educational Funding
Life Insurance
Trust Services
Details
- Year established: 2018
Highlights and features
- We offer over 20 years of combined experience in financial services
- Our Advocacy Integration approach focuses on personalized financial roadmaps
- We provide customized wealth management solutions for complex financial needs
- Our team includes certified professionals with institutional banking backgrounds
- We maintain strong community ties through local institutions and chambers
Associations and certifications
- LPL Financial
- FINRA
- SIPC
Services
Financial Planning
Our Advocacy Integration financial planning process begins with comprehensive client discovery to understand life goals, then designs personalized strategies to achieve them. We consider all financial aspects including investment management, tax optimization, and risk management. Our planners help clients visualize achievable paths to financial security while maintaining flexibility for life changes.
Retirement Planning
We develop customized retirement strategies addressing Social Security optimization, qualified plan management, and income distribution planning. Our approach considers longevity trends and healthcare needs while balancing qualified and non-qualified asset utilization. We help clients transition from asset accumulation to sustainable income generation.
Wealth Preservation
Our wealth preservation strategies focus on capital preservation while maintaining growth potential. We implement diversified investment approaches tailored to risk tolerance, with emphasis on long-term sustainability. Services include market risk mitigation, tax-efficient investing, and intergenerational wealth transfer planning.
Estate Planning
We coordinate with legal professionals to create comprehensive estate plans including wills, trusts, and powers of attorney. Our services address tax minimization strategies, beneficiary designation, and special needs planning. We offer trust administration support through our LPL Financial affiliation.
Educational Funding
We specialize in 529 plan implementation and other educational funding strategies that balance growth potential with accessibility. Our experts create customized savings plans considering financial aid implications and tax advantages. We help families navigate various college savings options to meet educational goals.
People
Peter Sciortino
Managing Partner
With 22 years in financial services, Peter holds a Master of Science in Financial Services and multiple securities licenses. He previously worked at top institutions including JP Morgan Private Banking and Prudential Financial. He specializes in financial and estate planning while serving on local community boards.
Wesley Frazier
Financial Advisor
A former educator with 18 years in financial services, Wes focuses on client education and relationship-based advising. Holding Series 7 and 66 licenses, he brings teaching expertise to simplify complex financial concepts. Active in local history and sports organizations.
Dan Zimmerman
Financial Advisor
With 20+ years experience, Dan holds Accredited Investment Fiduciary certification and multiple state insurance licenses. He specializes in helping clients at all life stages with personalized wealth strategies while maintaining active community involvement in Pennsylvania.
Questions
What financial services do you specialize in?
We specialize in financial planning, retirement strategies, portfolio management, wealth preservation, estate planning, educational funding, and life insurance solutions.
How does your Advocacy Integration approach work?
We combine financial expertise with personal understanding of your goals to create customized plans that align with your life priorities and values.
Do you work with out-of-state clients?
Yes, our LPL Financial registration allows us to serve clients across multiple states where we maintain proper licensing.
Are you affiliated with any financial institutions?
We maintain affiliations with LPL Financial and The Private Trust Company N.A. while operating independently of major banks.
How do you handle intergenerational wealth transfer?
We collaborate with estate attorneys to create adaptive trust structures that ensure wealth preservation and distribution according to your wishes.
What sets you apart from other advisors?
Our deep local roots, combined with institutional experience from firms like JP Morgan and Prudential, provide unique perspective on financial planning.
