Our Qualifications

Miles Babcock became a licensed insurance agent in 1992, and made the move to become fully independent in 1997. A Registered Financial Consultant, he is the president and founder of Integrity Wealth Management and Insurance Services, LLC, located in Cypress, Ca.  Miles is an Investment Advisor Representative with Horter Investment Management, LLC held to Fiduciary standards who works with famlies and business owners in the areas of wealth management, retirement planning and business tax management. Our primary goal is to focus on the financial decison making process itself to ensure that our client’s have all of the must know facts in order to make sound financial decisions. 

We use a forward looking established process to discover your desires and needs, find out what is going on with your current products and planning and see if those products and plans will actually accompllsh what you want or thought they would-its called the Money Matters review.

We adhere to a very simple principle;  You need to understand what you are investing in and why.  He believes this principle serves our clients well through years of stock market volatility and provides the means and foundation to enjoy a more care-free retirement and greater piece of mind.

Miles is celebrating his 25th year in the financial industry this year. He is a Master Elite IRA Advisor with Ed Slott And Company, LLC. "Ed Slott's Master Elite IRA Advisor Group™ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Because being the best in the business requires an enormous amount of ongoing education, time and effort, Ed Slott has created Ed Slott's Master Elite IRA Advisor Group™ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients."

~Ed Slott And Company, LLC.

As an independent advisor, Miles has the freedom to offer his clients customized solutions available by utilizing many different companies. While staying true to the fundamentals, he uses the latest planning and investment strategies to in order to design and implement personalized plans that help to reduce financial risk, lower taxes, avoid probate and protect assets from potentially expensive nursing home costs.