Sam Cione | Integrity Wealth Management, Inc.

As a young boy raised in Buffalo, New York, Sam Cione in many ways had an idea childhood. His loving mother and father who recently celebrated their 65th wedding anniversary, taught him the value of family, commitment, and integrity. Life was good. Yet when his parents purchased a condominium in Punta Gorda during his college years, Sam quickly realized the benefits of a Florida lifestyle. He loved the community, endless opportunities and beautiful beaches. Before long, Sarasota became his new home.

Sam has worked in the financial services industry since college, when he was recruited by an investment advisor who appreciated the way Sam interacted with clients. “My mother’s parents required nursing home care at the end of their life,” he explains. “Unfortunately, they didn’t understand the significance of retirement planning—long term care insurance, life insurance, etc. As a result, they needlessly spent most of their hard earned life savings on health care instead of leaving a legacy for their daughters.

Sam knew there was a better way. And founded his own retirement planning firm to accomplish his goals. “Based on my family experiences, I realized being a fiduciary and tailor-making retirement plans for each client’s needs, desires, and goals was the only way to move forward—particularly with Baby Boomers.” Sam emphasized that “I treat my interactions with clients as if they were my grandparents. I impress upon them the importance of creating a comprehensive retirement plan and cooperatively reviewing it on an annual basis.” 

Today, Sam brings that brand of family-oriented financial advice to his firm, Integrity Wealth Management, Inc. “What distinguishes my firm is our absolute commitment to the client service experience. Each of my employees understands that stewardship and integrity should be at the heart of every phone call, every meeting, and every client interaction.” 

Sam and his team know it’s better to avoid than to solve a problem. As to financial planning, that means knowing the industry and its trends, and making sure every client receives the right advice for their situation. As a fiduciary, Sam takes whatever time he needs to get to know clients before designing a personalized retirement plan. “These aren’t cookie cutter strategies—I am proud that much time and effort goes into creating a unique plan to account for every client’s specific needs.” 

Sam and Integrity Wealth Management are passionate about making Sarasota a stronger community. Their team supports local charities and nonprofits, such as the Benevolent & Protective Order of Elks and their programs to help children live a healthy lifestyle and remain drug free. Sam also holds a special place in his heart for promoting Breast Cancer Awareness Month hence supports local chapters of breast cancer organizations. As Sam said with a proud smile, “I have two lovely young daughters, and want to do everything I can to make Sarasota an even better community for them in the future.”

6561 Palmer Park Cir, Suite C, Sarasota, FL 34238
941.955.2700 • iwmfl.com