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.
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.
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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.Download Now