Integrity Wealth Partners

In working with our clients, we frequently run across unique circumstances where were are able to make a significant financial impact through our sophisticated financial planning process. We occasionally like to share these situations with you (after redacting any client information) in the hopes that you or a family member may benefit if you encounter similar circumstances. Since each situation is unique and has subtle nuances, these solutions may not apply to you or your ...circumstances. This is only a case study and should not be construed as advice. If you have any questions or would like to discuss your particular situation, please give us a call at 925-300-3222. In this study, we advise against taking additional salary from an employer. Why would we recommend Turning Down the Money? Read to find out. https://investwithintegrity.com/blog-detail-wealth-manageme

You may have seen the newsTD Ameritrade is eliminating base commissions for online exchange-listed stock, ETF (domestic and Canadian), and options trades, moving from $6.95 to $0.00. TD Ameritrade Institutional has been a valued strategic partner to our firm and we’re thrilled by their move to lower the cost of investing and trading for you. This change is already in effect. Please see the company press release for additional details on this milestone announcement: https://amtd.com//The-Best-Just-Got-Better-TD-Ameritrade-/ As always, we’re here for you if you have any questions about these exciting changes.

Great night at the A's game tonight with the BB&M partners (except that the A's are getting their lunch fed to them by the Giants)!

There were several considerations as Baker Brose & Mitsutome Wealth Management considered making the move from the independent broker-dealer over to the RIA space. This video captures some of our main concerns.