Who We Serve

Integra has accumulated decades of specialized experience working with two primary types of more affluent clients:

Individuals and Families

Individuals and Families

Baby boomers
Executives, professionals
Ten years or less to retirement
Transition stage - working to retirement
Early stages of retirement

Small Business Owners

Small Business Owners

Personal assets (owners)
Business assets (owners)
401k plans (employees)

Custom Tailored Financial Advice

We do not produce one-size-fits-all financial strategies for our clients.

By focusing on two types of clients, we can create custom-tailored financial strategies that are based on each client’s unique circumstances and goals. 


The Outsource Solution

Our ideal type of client is an individual, family, or small business owner who wants to outsource their need for financial advice and services to a team of specialized professionals.

Outsourcing is an ideal solution for individuals, families, and small business owners who do not have the time, expertise, or inclination to act as their own financial planners or investment advisors.


Financial Confidence

Our ideal client will benefit from the financial confidence that comes with knowing a team of dedicated, experienced professionals is responsible for their financial wellness.

Case Studies

Business Owner

Business Owner

They plan to sell their franchises within the next two years, believing their hard work and dedication have culminated in a business worth around $7 million to the right buyer.  Learn more 

Multi-Generational Family

Their story is not just about accumulating wealth; it’s about creating a lasting legacy for their family. With four children, two of whom are starting their own families and two are finishing up Ivy League educations, the Browns are at a pivotal point for their financial well-being. Learn more

Professional in Late Wealth Accumulation Years

They are less than six years away from retirement, which is exciting for them, but they know that this is a crucial time for them to make the right financial moves. Learn more

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.