BS Business Administration

Brian Simpson - Financial Advisor in Spokane, WA | WiserAdvisor.com

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Integrity Wealth Management

Craig Wessels has enjoyed helping clients meet their financial goals for more than 17 years.  After graduating from the University of Idaho he worked with Ameriprise in Bellevue Washington before spending 14 years at Charles Schwab helping clients in the Spokane and Coeur d'Alene area.  In 2018, he joined Brian at Integrity Wealth Management fulfilling a longtime goal of being an independent Registered Investment Advisor.  Craig focuses on helping clients achieve their goals through comprehensive financial planning, risk management, portfolio diversification and investment selection.  Outside the office Craig enjoys spending time with his wife Amanda and their 4 children.  You'll often find them boating on lake Coeur d'Alene or skiing at one of our great local resorts.

Your portfolio will have a mix of the best of the best investments from our diligent screening process via a mixture of mutual funds, ETFs, stocks, and bonds.  These investments are chosen from a universe of over 40,000.  We do not use commissioned products due to our fiduciary responsibility to put your needs before ours.  In addition, we are paid based on your assets under management, thus as your portfolio changes in value so does our fee, yet we will always be aware of your risk tolerance.  We serve both ultra conservative investors, long term growth investors as well as  aggressive investors.  You will receive a quarterly performance report reflecting your returns net of our fees to help you determine how well we both are doing.

We help you determine if your existing plan has the investment choices you need to accomplish your goals, if the fees are reasonable and then compare and contrast the options we can offer you.  If you feel it is in your best interest to transition your assets to an IRA rollover account then we will guide you through the process of doing so in a tax free manner.

You want to have enough money to retire comfortably.  Youre not sure how much money you need to save to do that.  You worry about taxes, inflation and variable expenses in the future. Our planning will help you answer those questions.

Do you feel like you pay too much in taxes?  We can help you understand where deductions maybe available to you and relay that to your CPA.  Many times we find areas they have not advised on in areas such as charitable giving, tax loss harvesting and retirement planning.

529s, UGMAs & Coverdell plans all have pros and cons when it comes to saving money towards a future education.  We can help you understand which maybe best for your dependent or grandchildren.

Our services help you organize many separate but complicated issues in your financial life such as investment management, tax planning, estate planning and areas of risk you may not even knew existed.  Our expertise can help identify, plan for and eliminate such worries in your financial life.  Many of these areas are fluid due to market conditions, regulatory changes and economic trends that our firm has a pulse of.

Insurance may save your net worth in the event of a major accident or health issue.  We can help identify where holes in your plan exist and recommend professionals in these areas to give you the coverage you need to reduce these risks.

Paladin Research Report For:

Brian Simpson

Integrity Wealth Management

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