• 125 TownPark Drive Suite 300 Kennesaw, Georgia 30144
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Wealth Management

HOLISTIC WEALTH MANAGEMENT & FINANCIAL PLANNING PERSONALIZED TO MEET LIFE'S FINANCIAL CHALLENGES

At Financial Integrity Group, our mission is to provide the individuals, families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity and security. Our focus is on the client and to put their interest first. We are committed to our client’s long term financial success through a disciplined investment approach using our timeless philosophy with today’s financial strategies.

Our philosophy focuses on mutual trust, integrity, respect, commitment, dedication, stability, confidence and expertise. Whether our client’s goals and objectives are for accumulation, distribution, preservation, performance, longevity planning or wealth transfer through legacy planning, we base our recommendations solely in the interest of providing the highest value and benefit for each client’s specific goals and objectives. We empower each client with the ability to safely navigate today’s complex financial world and help prepare them for tomorrows challenges with sound investment principles and strategies.

We feel that information is power in today’s difficult financial environment. This information is used along with the client’s data to help ensure that the financial advice given is tailored toward the client’s best interest considering their financial goals, risk tolerance, time horizon, cash requirements and tax situation.

At Financial Integrity Group, we believe that no two investors are alike. Therefore, in order to help each client meet their desired financial goals, we base our process on a client focused personalized approach using multiple investment strategies. We offer our prospective clients an initial complimentary, no obligation risk assessment where we provide analysis of their current investments, personalized income projection and ideas for immediate implementation that can enhance their current position. We look forward to our initial visit and finding out how we can help you succeed in accomplishing your financial goals.

Some of our areas of expertise include:

  • Personalized Retirement Planning
  • Income planning
  • Investment Advisory
  • Company Sponsored Plan Rollovers (401(k), 403(b), 457, etc.)
  • Professional Money Management
  • Index Annuities
  • Second opinion Tax Review
  • Estate Planning
  • Beneficiary Review
  • ROTH Conversion
  • Legacy Planning
  • Long Term Care
  • IRA Transfers
  • Life Insurance
  • Federal Employee Benefit Planning
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Meet Gary Copeland

With more than 36 years of experience as an independent financial advisor, Gary has developed a financial planning practice in which he specializes in the areas of wealth accumulation and preservation, pre-retirement and post retirement planning, income distribution planning, tax planning, and estate planning. His belief is that sound, prudent planning starts with an academic approach, which involves the coordination of banking, investing, insurance, tax strategies and a solid estate plan. He seeks to identify and isolate financial threats and share innovative solutions that could save from costly mistakes.
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Gary W. Copeland is registered with securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

4135 NW Urbandale Dr. | Urbandale, Iowa 50322 | Phone: 877.886.1939 | Fax: 800.541.7986

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Gary W. Copeland holds the Series 6, 63, and 65 licenses. He is approved in GA, FL and AL for advisory, insurance and securities services. 

Not associated with or endorsed by the Social Security Administration or any other government agency. 

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