Investing involves risk including loss of principal. No strategy or plan assures success or protection against loss.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered Investment Advisor. Integritas Financial Advisors and Flagship Harbor Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the following states: California, Colorado, Illinois, New Hampshire, New York and Texas.
We work with you to assess your unique financial situation, define your investment objectives and risk tolerance, and identify ways to pursue your financial goals.
We develop a financial strategy tailored to your needs. We create a balanced and diversified investment portfolio that will work towards your financial goals.
Check the background of the investments professionals associated with this site on FINRA's BrokerCheck.
We monitor your financial performance and adjust your investment strategy to address your risk tolerance, current situation and future needs.
We partner with you through the implementation process from start to finish. We give you support and reassurance every step of the way.
TRUST - We work hard to build trust and serve clients with a fiduciary standard of care, to act at all times in our clients' best interests above all else.
VALUE - There are no hidden fees for advising services. Brokerage fees are fair, competitive and reasonable given the unsurpassed customer support you can expect.
PERFORMANCE - We design our portfolios to seek consistent returns over both long-term and short-term horizons. We help clients stay on track in pursuing their financial goals in a turbulent investment environment.
With more than a decade of experience managing investments, including through the 2008-9 downturn, our professionals specialize in financial advising and investment management.
Our strategies seek to grow and preserve your investments in all market conditions. We offer clients unsurpassed support in working towards their financial goals and objectives.