Ralph Adamo

Helping high net worth clients achieve their lifelong financial goals and dreams

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Integrity Wealth Management Ralph Adamo
Newport Beach, CA

Helping high net worth clients achieve their lifelong financial goals and dreams

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Ralph Adamo began his career in the financial services industry in 1985, quickly recognizing that clients require broader services and a personalized plan to address their concerns and needs in today’s complex world. His clients soon realized that he had an inherent ability to go beyond the surface and understand the deeper emotional elements underlying financial issues and those clients referred their friends, family, and colleagues to him. His portfolio of business grew steadily.

From career inception and over the years Ralph prepared himself to address the increasingly complex array of financial services that comprise a truly comprehensive and far-reaching multi- generational wealth management program by acquiring the well-respected ChFC, CLU credentials along with a Master of Science in Financial Services (MSFS) from The American College. He is an investment advisor representative (IAR).

Driven by a singular focus on helping clients achieve their lifelong financial goals, Ralph has established successful long-term relationships with clients in many fields of endeavor nationwide. He strives to be a highly effective specialist on his own, but often serves as a catalyst to bring top level integration of a client’s overall wealth plan by working collaboratively with the client’s team of professionals, seeking to achieve results that exceed expectations. He is passionate about gaining knowledge and applying it wisely.

Ralph founded Orange County’s Chapter of Advisors in Philanthropy and was President 2012-2014, and also served as a Board Member of The International Association of Advisors in Philanthropy from 2011-2014. Ralph is the author of Integrity @ Work – using the integrity process to pinpoint true north.

In 2003 Ralph Adamo formed Integrity Wealth Management and began developing what became the proprietary WealthTrac™ FORMula. He has built a team of professionals that provide clients with the collective experience and an insightful creative strategy to help achieve their lifelong financial goals. Ralph and Integrity accept new clients on an introduction basis only, from a national network of accountants, attorneys, other professionals, as well as existing clients.

Ralph has been a resident of Orange County, CA for most of his adult life. Ralph is an enthusiastic supporter of the local educational and charitable programs in Orange County, such as Habitat for Humanity, Families Forward, CHOC Children’s Hospital and is a proud Chief Emeritus of his daughter’s Indian Princess Tribe and coach to his son’s soccer team.

Professional Designations

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Primary Location

3991 MacArthur Boulevard Suite 215 Newport Beach, CA 92660

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals. We are not all things to all people but we are all things to some people. Our clients acknowledge that time is precious and they understand the value of delegation.

Over the years, we have found that a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. Our goal is to make sure you feel confident that all your financial areas are being addressed so that you can spend more time enjoying what you love to do most!

We take a very detailed proactive approach to helping you develop a strategy to address your unique financial goals and objectives, using the most efficient methods available. Some of the methods we plan with have very powerful results.

We strive to anticipate challenging situations before they occur. We want to keep you on track toward a meaningful and purpose-driven financial future built on sound principles born out of sound advice.

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Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Education

The American College of Financial Services, Master of Science - MS, Financial Services | Saint Joseph's University, Bachelor of Science - BS, Management/Marketing

Hobbies and Interests

  • Family
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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