Our Mission

Wealth management is more than just putting your money into investments.

Wealth management includes many components such as budgeting, taxes, estate planning strategies, and insurance. To us, it means helping people implement sustainable financial strategies tailored to fit their goals and life situations. We believe taking this comprehensive approach will help our clients work toward becoming financially successful.

Managing your finances can be overwhelming, but with Integra Wealth Management, you have a partner to help navigate your financial journey. Our team of wealth managers takes a holistic approach to wealth management. This means we consider all aspects of your financial situation including your:

  • Income
  • Expenses
  • Liabilities
  • Assets
  • Short and long-term goals
  • Wealth transfer needs
  • Philanthropic needs

Using this information, we then develop a comprehensive financial plan tailored to your goals.

With all the hard work you’ve put in to get to where you are, why not partner with a comprehensive wealth management team that can help you pursue financial freedom. Having a truly comprehensive wealth management strategy in place can help you strive for long-term financial stability while allowing for meaningful opportunities down any path.

“When it comes to personal finance, most people come up with the answer without having the equation. As wealth managers, we help you create the equation” - Rich Dragotta, Founder IWM.

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.