Corporate Programs
What We Do
We guide our corporate clients through the process of assessing and prioritizing goals to determine their strategic action plan.
Our clients look to us for guidance on executive benefits, business owner succession planning, executive financial planning, and corporate owned or sponsored financial product analysis.
Our team of consultants is experienced in their respective fields. We also know and understand finance along with the rules and regulations that underpin each of the plans we serve.
Connect with a member of our team to find out how we can serve your company's needs.
Connect With Us
The most efficient use of your time is to have a brief conversation with a member of our team.
We'll guide you to the right service for your most high impact needs.
Core Services
Executive Benefits Consulting
Executive benefits are the key to creating a well-balanced competitive compensation package to attract, retain, and motivate key talent.
Our team of experts help our clients identify, due diligence, and ultimately adopt and implement the executive benefit plans they need to achieve their compensation package goals.
Business Transition Consulting
Business owners have a succession plan. The question is whether the plan does what they desire. Succession plans can be found within the rules of intestate succession, the company's operational documents, a separate buy-sell or an estate transfer plan.
We help owners identify and understand their plan and the financial risks such a plan might leave on the business - post owner transition - and how to mitigate these financial risks.
Corporate Owned Financial Products Consulting
We help our corporate clients understand and assess the financial products they own. We provide insight on the pros and cons of a given product and provide objective feedback to confirm suitability or identify alternative product offerings.
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Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. TriAlpha Capital LLC is not affiliated with Integrity Wealth.
Tax and Legal services are not offered through Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
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