Wood Wealth Managemen

About Integrity Benefit Partners Integrity Benefit Partners strives to enhance the well-being of our valued clients and their employees by integrating both individual and institutional benefit plan solutions. All our advisors are veterans in the Financial Services Industry, and our breadth and depth of expertise remains unmatched in the marketplace. We offer objective advice, free from conflicts of interest and provide individuals and business owners with a clear path to achieve their financial goals. Clients choose us for our comprehensive consulting services —Qualified Retirement Plans, Executive Benefits, Voluntary Employee Programs, Personal Financial Planning & Wealth Management and Group Medical Insurance.

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.