Deals Of The Day: The Latest In Wealth Industry M&A – Integrity, Perspective Wealth Planning

Editorial Staff

9 April 2026

Integrity, Perspective Wealth Planning
Integrity, which distributes life and health insurance, and provides of wealth management and retirement planning solutions, announced yesterday that Perspective Wealth Planning has joined Integrity.

Based in Pennsylvania, Perspective is led by Matthew Fox and Mike Tedeschi.

The financial details were not disclosed.

Integrity Wealth has more than $52 billion in assets under management and advisement.