About Integra

Because it’s not just about asset management

With over two decades of experience, Integra Wealth Management has solidified itself as a premiere source of comprehensive financial advice for highly successful individuals and families. Crafting his own unique model in 2003, founder Rich Dragotta left the traditional wirehouse to become an independent and registered advisor with LPL Financial – providing greater control of the business and more flexibility when selecting products and services that are tailored to each client’s individual needs. This move allowed him to offer broader wealth management guidance without any corporate agenda getting in the way.

As a result of practicing total wealth management instead of just investment management, our firm has been the recipient of tremendous growth in servicing. We are dedicated to providing comprehensive wealth management services to high-net-worth families, executives, and small business owners.  

The motivation for creating Integra was to make available a better solution for managing the wealth of successful individuals and families. During our many years of experience working on Wall Street, we realized that most firms primarily provide asset management services, but they don’t go beyond that.

We believe comprehensive wealth management should include retirement planning, tax strategies, estate planning strategies, and risk analysis. At Integra, we focus our efforts on developing financial plans that allow our clients to pursue their financial goals and aspirations with sufficient cash flow and income once they opt to retire. 

Pursue financial independence with Integra Wealth Management

Our careful consideration of your individual needs seeks to ensure our strategies are consistent with your objectives and goals. Our goal is to provide you with the confidence to pursue your dreams with greater financial security.

Our mission is to help you pursue financial success by understanding your unique situation, goals, and aspirations. We work collaboratively with you to develop a personalized plan, leveraging years of industry knowledge and the latest in financial trends and strategies. Our cutting-edge technology and tools provide efficient and effective wealth management services, so you can focus on pursuing your financial goals with confidence. We focus on building lasting trust to steer you towards a brighter financial future.

At Integra Wealth Management, we’re more than just financial advisors – we’re relationship-builders. We know that earning your trust is the key to creating a successful partnership, which is why we prioritize transparency, collaboration, and your best interests.

Our team is dedicated to helping you work toward your financial goals, and we understand that everyone’s financial journey is unique. That’s why we provide personalized guidance and support along every step of the way.

At Integra Wealth Management, our goal is to be your trusted partner who is approachable, knowledgeable, and committed to helping you succeed. Let’s start building a relationship built on trust and mutual success.

The LPL Connection

Every independent financial firm, like Integra, requires support services for their client’s assets. Integra has chosen to partner with LPL for these administrative services since 2003.

One of LPL’s most important services is acting as the custodian for Integra clients’ assets. See below for additional services.

Investment Advisor Representatives at Integra are licensed with LPL’s Registered Investment Advisor.

Principals at Integra are the sole owners of our firm. 

About LPL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

About LPL Services

Integra relies on LPL for important support services that benefit the clients of our firm:

  • Registered Investment advisor
  • Custody of invested assets
  • Administrative services
  • Trading services
  • Billing & accounting services
  • Brokerage statements 
  • Performance reporting
  • Compliance services
  • Technology

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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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