Piecing Together Your Financial Strategy

We’re redefining what true wealth management can be.

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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.

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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.

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What We Stand For:
The Three Pillars to Our Success

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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.

Do I have enough income to retire comfortably?

Can my portfolio withstand large swings in the market?

I’m thinking of selling my business but I’m not sure of the tax implications.

I don’t know if I have the correct risk tolerances based on my current situation.

I don’t want to pay any more tax than I have to.

Do I have enough income to retire comfortably?

Can my portfolio withstand large swings in the market?

I’m thinking of selling my business but I’m not sure of the tax implications.

I don’t know if I have the correct risk tolerances based on my current situation.

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.

Year-End Capital Gains Planning: Strategies to Help Minimize Your Tax Payments

Year-End Capital Gains Planning: Strategies to Help Minimize Your Tax Payments

New Jersey has always been known for its relatively high property and income taxes. So high-income executives, professionals, and business owners should be thinking about...

How Much Does a Financial Planner Cost in Paramus, NJ?

How Much Does a Financial Planner Cost in Paramus, NJ?

Understanding how financial planners are compensated is essential for high-income earners and high-net-worth individuals accumulating significant wealth and income. This knowledge can empower you to...

The Retirement Equation: How Long Will My Retirement Savings Last?

The Retirement Equation: How Long Will My Retirement Savings Last?

While retirement can be a time of great joy, exploration, and relaxation, it can also be fraught with financial concerns. Is your current lifestyle sustainable?...

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Experience True 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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