What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Integrity Wealth Advisors, Inc.

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Ventura, CA
Integrity Wealth Advisors, Inc.

Investment Advice offered through Integrity Wealth Advisors, Inc., a registered investment advisor. Member FINRA/SIPC. finra.org sipc.org.

Securities are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Integrity Wealth Advisors and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss an

d/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/28/2026

🎙️ Quarterly Town Hall is coming up! 🎙️

This month we will be joined live by Michael Grant, Co-Chief Investment Officer of Calamos Financial Services.

Michael will share his insights on current market and economic conditions, along with his perspective on the best ways to both protect and grow value moving forward.

🗓 Wednesday, June 3rd
⏰ 4:00 PM PST
⛓️‍💥Email us at [email protected] for link

We hope to see you there! 👋

05/13/2026

A Showcase of Ojai’s Creative Spirit 🌅

Join Integrity Wealth Advisors as we host our summer Ojai Art Show & Open House featuring the beautiful works of , Richard Niles & Nita Navarro

Meet the artists, explore their creations, and enjoy refreshments hosted by Integrity Wealth Advisors.

🗓 Friday, June 5, 2026
🕓 4-6PM
📍 Integrity Wealth Advisors, 205 S Signal St., Ojai

05/12/2026

🔸🔶 Compound Interest in Action 🔶🔸

That orange section? That’s money you never saved, your money made it for you.

Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you’ve built nearly $70,000. But the real story is the orange: Interest earning interest.

You don’t need to invest more. You need to stay focused on your strategy.

Source: FMG

04/24/2026

Thank you for the opportunity to host this month’s mixer! We had such a wonderful time connecting with everyone and truly appreciate the impact the Chamber has in bringing together and uplifting the Ojai community 🍊

04/13/2026

Where are you in your financial journey?

Modeled after Maslow’s Hierarchy of Needs, this framework shows how building wealth happens in layers, each level supporting the next, while still evolving over time.

• 🌿 Legacy
• ✨ Financial Freedom
• 📈 Accumulating Wealth
• 🛡️ Financial Safety
• 🏠 Cash Flow & Basic Needs

No matter where you are, your plan should support both your present and your future. Let’s build a plan that grows with you.

Sources:
Infographic: The Advisor Channel, “Visualizing the Hierarchy of Financial Needs”

eMoney Advisor, “Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning,” December 27, 2022

04/09/2026

Tax Day Is Almost Here – and So Are Extensions! 🗓️

If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.

04/07/2026

Big missions are built on strong values.

The Integrity capsule, carrying the Artemis II NASA crewed lunar mission astronauts, represents “trust, respect, candor, and humility” across everyone who made the mission possible. 🚀

At Integrity Wealth Advisors, we were genuinely excited to hear the name.

Wishing the crew a safe and successful splashdown this Friday at 5:07pm PT.

04/02/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters. 💭

From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.

Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

03/26/2026

Meet the IWA team- baby photo edition 🥹🧸🎈

We had to hop on this cute trend, can you guess who is who?

03/25/2026

📑 You might be paying more in taxes than you need to, and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill.

Here are 5️⃣ areas to keep in mind this tax season.

03/19/2026

Education costs can add up fast 💸 but a 529 plan can help you prepare.

These tax-advantaged savings accounts aren’t just for college anymore. Funds may be used for:
🎓 Tuition (K-12, college, trade school)
🏠 Housing & room + board
📚 Books & required supplies
💻 Computers & certain technology

Planning ahead can make a big difference. Before making withdrawals, review timing and plan rules with your financial professional.

Address

196 S Fir Street Suite 140
Ventura, CA
93001

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

http://iwaplan.com/

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