Our Core Beliefs

At the core of every relationship between an investor and a financial advisor is trust.

Investors have to be able to trust the financial advice they receive from their advisors. After all, this advice may impact their lifestyle and financial security during their retirement years.

Read more to learn more about the way the professionals at Integra earn the trust of our clients every single day.

Financial Fiduciary

We are financial fiduciaries when we provide advice and services for fees. A fiduciary is a person who holds a position of trust. In this case, fiduciaries are held to the highest ethical standard in the financial service industry.

Full Disclosure

It is our belief our clients deserve full disclosure so they have the facts they need to make informed decisions. They don’t have to ask. We volunteer this information as part of Integra’s business practices.

Full disclosure

Client-Centric Approach

We believe it is important that we always put our clients’ financial interests above everything else. This means we tailor our financial advice and services to meet our clients’ current circumstances, goals, and tolerance for risk.

Comprehensible Communications

We believe it is important that we avoid the use of financial jargon so our communications make sense to all of our clients. We do not try to impress our clients with jargon that means little or nothing to them.

Methods of Communication

We believe our clients deserve choices in the ways we communicate with them. It could be face-to-face communications at their location or ours. Or, an increasingly frequent mode of communication is Zoom when we want to share data or conference in other participants. And, let’s not forget the convenience of the telephone, when it is one-on-one and no data is being shared.

Client centric


We believe in documentation so our clients have a record of information that is vital to their financial interests. There is no written record for verbal information.

Realistic Expectations

We believe it is important that our clients have realistic expectations about their planning and investment strategies and results. We cannot predict the future, but we can help our clients develop a range of solutions based on multiple solutions.

Real Financial Advisors

We believe our clients deserve real financial advisors who are compensated with fees for providing advice and services that our clients can count on.

Scheduled Meetings

We believe our clients deserve regularly scheduled meetings to keep them fully informed about the markets, potential risks, and available opportunities.


We believe it is important that we do not disappear when the securities markets are more volatile. In fact, it is just the opposite. We actually increase our accessibility to discuss what is happening and why.

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.