Broker Check


Integrity Wealth Management strives to host numerous educational, philanthropic and client appreciation events each year for its clients. We are pleased to have hosted the following events over the past year and look forward to a myriad of new events in the future. 

  • Investment Symposiums
  • Identity Theft Prevention Educational Event
  • Social Security System Educational Event
  • Free Shred Day Services
  • Wine Pairing Dinner
  • Annual Economic Summit
  • Reception Dinner and Cooking Demonstration for New Clients
  • Exclusive Social and Education events for The Women of Integrity
  • School Supply Drive
  • Thanksgiving Volunteer Day 
  • Annual Holiday Open House

If you have an idea for an event or would like to be included on our invitation list, please email us at

Upcoming Events

June 6, 2024

11:30a - 1:00p

Antonello Ristorante

Free Lunch & Learn Series | June 6 | Auditors at the Gate

FREE Lunch & Learn Series: Auditors at the Gate | Integrity Wealth Management Come join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CPE credit for CPAs. RSVP for this Lunch & Learn Event Today! Call 949-955-1188 or email

Event Registration