Integrity Marketing Group announced that Perspective Wealth Planning, an independent wealth management firm based in Pennsylvania, has joined its platform, expanding Integrity’s capabilities in holistic financial planning and retirement solutions. Financial terms of the deal were not disclosed.
Perspective Wealth Planning, led by Matthew Fox and Mike Tedeschi, focuses on helping clients achieve early retirement through personalized strategies built across four in-house portfolios: growth, tactical, dividend income, and wealth builder. The firm emphasizes transparency, frequent market updates, and direct client access to portfolio managers.
With the partnership, Perspective Wealth Planning gains access to Integrity’s technology platform, data analytics, and a broader suite of financial products and support services. Integrity said the integration will allow advisors to better serve clients across interconnected life, health, and wealth needs while also supporting business growth.
Integrity Wealth, the firm’s wealth management division, oversees more than $52 billion in assets under management and advisement. The company continues to expand its partner network as part of a strategy to integrate insurance, retirement, and wealth solutions into a unified advisory model.
Perspective Wealth Planning will maintain its client-focused, actively managed approach while leveraging Integrity’s infrastructure to enhance portfolio management and advisor support.
KEY QUOTES:
“Matthew and Mike bring extensive knowledge and experience in their field, combined with a commitment to innovation and excellence. Their proactive communication approach and precision in market strategies are in complete alignment with Integrity’s mission to help more Americans obtain greater financial security. Perspective Wealth Planning advisors can now unlock broader solutions and innovative resources to help more Americans maximize the assets they’ve built and prepare for the good days ahead. Advisors can also utilize Integrity’s interconnected framework to grow their business by more holistically serving clients’ interconnected life, health and wealth needs. We’re honored to welcome the Perspective Wealth Planning team to Integrity Wealth and we look forward to continuing to transform the industry together.”
Bryan W. Adams, Co-Founder And CEO, Integrity
“One of the best parts of my job is when I get to tell clients they can retire earlier than expected. Integrity offers us the resources to manage our clients’ portfolios more effectively based on their specific objectives. The structure of Integrity Wealth gives us the freedom and flexibility to build the business our way, while benefitting from Integrity’s strong foundational resources. We’ve always been solution builders, and Integrity’s forward-looking vision of integrated advisement resonates with our growth goals. I wholeheartedly support the direction in which Integrity is leading the industry and I’m excited to be a part of that transformation.”
Matthew Fox, Founder, Perspective Wealth Planning
“At Perspective Wealth Planning, we take a very active management role — our clients know their investment plan is built to fit their exact goals. To us, the name ‘Integrity’ says it all. Integrity’s family-first culture aligns perfectly with the way we prioritize our client relationships and how we treat our advisors and partners. The range of Integrity’s technology stack — including access to premier data, analytics, products and support services — significantly increases and enhances what we can offer clients. It also allows us to bring on new advisors with elevated support and expanded opportunities. We’re proud to become part of Integrity Wealth and we know the best is yet to come.”
Mike Tedeschi, Portfolio Manager, Perspective Wealth Planning
