Ralph Adamo
Building Futures With Integrity For Over 26 Years
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 his B.S. in Management from St. Joseph’s University and a Masters of Science in Financial Services (MSFS) from
The American College, which qualified him for the LUTC Advisory Board appointment at The American College. He is an
investment advisor representative (IAR) and registered securities representative with FSC Securities Corporation.
Driven by a singular focus on helping clients achieve their lifelong financial goals, Ralph has established successful longterm 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 is President 2012-2013, and also serves as a Board Member of The International Association of
Advisors in Philanthropy since 2011. Ralph is the author of the E Book: “The Survival Guide for Serious Investors.”
In 2003 Ralph Adamo formed Integrity Wealth Management and began developing what became the proprietary
WealthTrac™ process. 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 accepts new clients on a referral basis
only, from a national network of accountants, attorneys, other professionals, as well as his existing clients.
Ralph has been a resident of Orange County, CA since 1992. Ralph is an enthusiastic supporter of the local educational
and charitable programs in Orange County, such as Habitat for Humanity, CHOC Children’s Hospital and is a proud chief
emeritus of his daughter’s Indian Princess Tribe.
Disclosure: Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against Loss.
3991 MacArthur Boulevard, Suite 215, Newport Beach, California 92660
|949.955.1188 t |949.955.1187 f|800.742.2772
Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Integrity Wealth Management is not affiliated with FSC Securities and is not a Broker Dealer.