The Laguna Beach Chamber of Commerce is thrilled to announce a ribbon-cutting ceremony on Thursday, January 16, at 5:30 pm to celebrate Integrity Wealth Management’s membership in the Chamber and dedication to the Laguna Beach community.
Integrity Wealth Management provides panoramic financial planning to clients who value advice, in a deeply engaged environment. Jeff Olsen, a long-time Laguna Beach resident and key member of the Integrity Wealth team, shared his excitement for this milestone:
“I know first-hand how special this city and community is, and I’m thrilled and honored to have the opportunity to host a ribbon cutting.”
The event will be held at Integrity Wealth Management’s office in Newport Beach. Guests in attendance will enjoy wine, cheese, and other refreshments, along with complimentary copies of Integrity @ Work: Finding Your Financial True North, a practical guide for selecting the right financial advisor, written by Ralph Adamo, Integrity Wealth Management's Founder and CEO.
Please join Ralph, Jeff, and the Integrity Wealth Management team for this special event as they celebrate their new partnership with the Laguna Beach Chamber of Commerce. It promises to be an unforgettable evening of community, connection, and celebration.
Event Details:
- Date: Thursday, January 16, 2024
- Time: 5:30 pm
- Location: 3991 MacArthur Blvd, Suite 215, Newport Beach, CA 92660
For additional information or to RSVP, please contact
jolsen@integrityiwm.com and/or
director@lagunabeachchamber.org.
About Integrity Wealth Management
Choosing a financial advisor is a major decision that shapes your family’s future. At Integrity Wealth Management, we offer panoramic financial planning through our proprietary Wealth Track FORMula®, building a strategy around your vision of the “best life possible.” We tend to work with clients whose financial needs require sophistication, but above all, we value optimism, reasonableness, and transparency. Wealth advising for us is more than a profession; it’s a commitment to supporting people we care about through every stage of life. As your life evolves, so does our plan—guiding you on a shared financial journey.
Integrity Wealth Management
Location: 3991 MacArthur Blvd, Suite 215, Newport Beach, CA 92660 Phone: 949 955-1188
Website:
https://www.integrityiwm.com/
Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308, (954) 782-4771. Ralph and Jeffrey Olsen offer Investment Advisory services through Kovack Advisors, Inc., an SEC Registered Investment Advisor. Integrity Wealth Management is not affiliated with Kovack Advisors, Inc.