Episode 46 – Integrity in Wealth Management

Guest: Ralph Adamo, President & CEO at Integrity Wealth Management

ralph-adamoIn this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – talks with Ralph Adamo – President & CEO of Integrity Wealth Management – about his role and impressive work as the founder of Orange County’s Chapter of Advisors in Philanthropy and board member of The International Association of Advisors in Philanthropy, where he helped create a platform to help financial professionals engage in meaningful conversations with clients about philanthropy, addressing the often-underserved needs of those looking to leverage philanthropic tax codes in Southern California and across the nation.

Continuing to explore Ralph’s passion for developing meaningful and impactful dialogue around overall financial planning for families, the conversation then turns to Ralph’s proprietary WealthTrac™ FORMula, designed to provide clients with a collective experience and creative strategies to achieve lifelong financial goals. He emphasizes the importance of expanding knowledge beyond traditional strengths to become a trusted, first-call advisor. Building on this philosophy, Ralph authored Integrity @ Work, a roadmap for selecting the right financial advisor and the right advisory firm—using the integrity process to pinpoint true north.

Ralph also highlights how the principles of integrity shape leadership, client trust, and long-term success—a theme reflected in his podcast, The Power of Integrity. His philosophy compliments and aligns closely with Bridgeford’s commitment to providing independent, conflict-free solutions that that resonate deeply with families seeking clarity and confidence in their financial planning.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

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