Individuals & Families
Small Business Owners
Athletes
High Level Management
Accumulate and Preserve Your Wealth
We are Integrity Capital Management Group and we are dedicated to providing individuals with high-quality financial services aligned with their needs and goals. Our experienced staff is able to help clients articulate and pursue both short and long-term goals and always communicates with transparency and respect. We cater our financial plans to every client and take the time to educate them about where their investments are going. Contact us today to learn more about how we can help you and your family pursue your financial finish line.
Contact Us
Download Our Free App
Use our convenient mobile app to contact us on-the-go, access your ICMG and eMoney account information and receive relevant notifications.
Helpful Content
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.