Financial Advisor| Financial Planner| Spokane WA| Brian Simpson

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Welcome to Integrity Wealth Management's web site, here is an overview of the firm.   

Brian Simpson is a wealth manager, stock market expert and consultant in areas of tax minimization, retirement planning and philanthropic giving.  Brian has 20+ years of investing experience.  He tailors his “boutique” firm to high net worth individuals and high income earners who are prudent savers and investors.  These clients value being treated like an asset and not a commodity; they expect and deserve superior service, timely answers to their questions or concerns regardless of perceived importance.  His clients value a close one-on-one relationship where their needs are always put first.  In fact, as a registered investment advisor he has a ficuciary responsibility to do so.  

Brian’s years of experience in researching and analyzing the financial markets have given him a keen sense of opportunities, risks and contrarian views.  This was refined over the last 14 years while managing assets in excess of $175 million during his tenure at Charles Schwab & Co., Inc.   He is fully licensed as a series 65/66 investment advisor, series 7 representative, series 9/10 office manager and life/health insurance representative.

Want to learn more about how Brian may help you?  Please read further into the site or call Brian at (509) 315-9532.

 

 

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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