DALLAS – APRIL 7, 2026 – Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced Perspective Wealth Planning has joined Integrity. A respected wealth management firm based in Pennsylvania, Perspective Wealth Planning is led by Matthew Fox and Mike Tedeschi. Financial details were not disclosed.
Perspective Wealth Planning focuses on helping clients retire earlier by creating personalized strategies from a blend of four in-house portfolios: growth, tactical, dividend income and wealth builder. The firm is set apart by its uniquely transparent process, which includes frequent market updates, direct access to portfolio managers and advanced guidance during volatility.
“Matthew and Mike bring extensive knowledge and experience in their field, combined with a commitment to innovation and excellence,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “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.”
“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,” said Matthew Fox, Founder of Perspective Wealth Planning. “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.”
“At Perspective Wealth Planning, we take a very active management role — our clients know their investment plan is built to fit their exact goals,” said Mike Tedeschi, Portfolio Manager at Perspective Wealth Planning. “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.”
Integrity Wealth* provides advisors flexibility in how they build their business, backed by world-class technology, data and analytics, and support services that help drive long-term growth. With more than $52 billion in assets under management and advisement, Integrity Wealth has established itself as a dynamic presence in the wealth management and financial services landscape. Its prestigious collective of partners is comprised of proven leaders from the country’s top financial and insurance institutions. Together, they are developing innovative solutions that unite Integrity’s three pillars of Life, Health and Wealth into comprehensive planning and protection, and help clients make the most of what life brings.