Fintegrity® specializes in growing wealth, tax optimization, and retirement security. We create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care in meeting your financial aspirations.
As a registered investment adviser (RIA) and a fiduciary, Fintegrity® only works in your best interest and does not accept commissions from brokerage firms, banks, insurance companies or anyone else. Although we manage your investments, we never take possession of them. Your assets are always held in your name by a leading independent custodian who will issue statements confirming your assets and investment activity.
Jeffrey Barnett founded Fintegrity® in 2017 and manages the firm. Jeffrey has more than 30 years experience, including a decade at TIAA, the trillion-dollar asset manager, where he led the product management of a $40 billion portfolio. Prior to that he held a variety of roles at J.P. Morgan and M&T Bank.
Mr. Barnett graduated Harvard Business School with a master’s degree in Business Administration and earned a bachelor’s degree, summa cum laude, at the University at Albany.
Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.