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
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Near 60? Get a Financial Check-Up
Even the savviest and most experienced among us need financial planning check-ins.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
3 Tips to Plan Your Exit Strategy
Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Organizing Your Finances
Spark joy and become more confident by giving your finances the home organization treatment.
View all articles 
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
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?
When Markets React
When markets shift, experienced investors stick to their strategy.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.