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Data Collection

Like most planning processes, thorough preparation is integral to effective planning.  Our data collection process will give us a clear understanding your current situation and will enable us to provide timely, accurate advice.  

 

We encourage you to get started by accessing the following document:

IWM Financial Planning Survey

Investor Policy Statement

Privacy Policy

Market Snapshot

      

 

CONTACT US


Integrity Wealth Management, LLC

118 Cedar Woods Drive
Loveland, OH 45140

info@iwmcfp.net
(513) 289-6946

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Disclosure


Integrity Wealth Management, LLC (IWM) is a Registered Investment Advisor (RIA) in the States of Ohio, Indiana and Illinois, supporting clients across the USA. Stephen Zorko and Janet Zorko are Investment Advisor Representatives (IAR’s) offering Investment Advisory services through Integrity Wealth Management, LLC.