Piecing Together Your Financial Strategy

We’re redefining what integrated wealth management can be.

Keep Your Wealth Where it Belongs… With You!

ARE YOU SEARCHING FOR A WAY TO MAKE YOUR HARD-EARNED MONEY WORK EVEN HARDER?

Integra Wealth provides the financial know-how and expertise needed to assist high-net-worth individuals like yourself in achieving their goals. With years of Wall Street experience, our team can help develop solutions that pursue positive outcomes no matter what the market looks like. Take control, and let us craft a robust wealth management plan to help you pursue a secure future.

Your Street… Not Wall Street

At our core, we offer so much more than management of your financial assets — be it cash flow analysis, financial/estate planning, or investing. Our CFP® team works with successful individuals and families throughout Bergen County and Southern New Jersey to craft tailored strategies for greater well-being and prosperity.

Meeting the team at Integrat WM

Read our Complimentary eBook

Are you looking to build upon your financial success and provide a stable financial future for your family? Wealth management is an essential process for high achievers like yourself.

What is your risk number?

What We Stand For:
The Three Pillars to Our Success

Experience

30+ years of financial and tax planning services experience

Credentials

Industry credentials that matter: CFP®, ChFC

Fiduciaries

We always look out for your interests-first and foremost

One Thing is Certain:
Life Can Get Complicated. We've Got Your Back.

We help successful individuals and families deal with financial concerns every day.

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Do I have enough income to retire comfortably?
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Can my portfolio withstand large swings in the market?
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I’m thinking of selling my business but I’m not sure of the tax implications.
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I don’t know if I have the correct risk tolerances based on my current situation.
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I don’t want to pay any more tax than I have to.
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Do I have enough income to retire comfortably?
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Can my portfolio withstand large swings in the market?
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I’m thinking of selling my business but I’m not sure of the tax implications.
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I don’t know if I have the correct risk tolerances based on my current situation.
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I don’t want to pay any more tax than I have to.

Our Blog

We invite you to read our blog which includes financial, tax, and estate planning strategies.

Beyond Numbers: The Art of Retirement Planning in Paramus, NJ

Beyond Numbers: The Art of Retirement Planning in Paramus, NJ

Retirement planning may seem like a numbers game to many investors. You save a certain amount in your retirement funds and then sail happily into...
Counting Down: Financial Must-Dos in the 10 Years Before Retirement

Counting Down: Financial Must-Dos in the 10 Years Before Retirement

What’s your plan for retirement? Whether you’re retiring at 67, 57, or another age, at some point, you will be ten years out from the...
Defensive Investment Strategies for High-Income Earners in New Jersey

Defensive Investment Strategies for High-Income Earners in New Jersey

When the stock market is volatile and unpredictable, it’s expected to be concerned about the impact it might have on your portfolio. Market volatility can...

Experience Integrated Wealth Management

Looking to take your legacy to the next level? Let us create a unique, sophisticated wealth management plan for you that includes tax planning, investment management, and risk management strategies.

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