What We Do
Highly customized service for highly successful individuals
Our team of financial professionals have been creating sophisticated wealth management strategies for our clients for over 30 years. Our focus is to consistently build plans that allow you to pursue financial stability and potential growth.
We never deploy cookie-cutter solutions. We go in-depth to learn about your personal and financial goals which are then built into a detailed wealth management plan tailored to meet your specific needs and future goals. We are committed to helping you take control of your financial confidence today and help to preserve what matters for tomorrow.
At Integra, we can define our wealth management process by four pillars:
- Tax planning strategies
- Investment management
- Risk management
- A thorough and comprehensive solution
Our financial services include:
- Advanced estate planning strategies
- Portfolio and investment analytics
- Financial windfall planning
- Business exit planning
- Executive compensation arrangements
- Trust services
- Insurance planning
When you have worked in the financial industry as long as we have, you come across common questions and concerns from clients. Here are a few common questions we tend to get:
- Will my retirement income last my whole life?
- Do my investments match my risk tolerance?
- Is there anything I’m not aware of that I should plan for when it comes to financial planning?
- I’m thinking of selling my business, but I’m not sure of the tax implications.