Who We Serve
Working with highly successful individuals and families
At Integra, we serve a wide range of successful clientele, including small business owners, divorcees, pre-retirees, and retirees, as well as professionals such as doctors, engineers, pilots, etc. We offer comprehensive wealth management, including investment planning, advanced tax strategies, estate planning strategies, and business exit planning.
High Net-Worth Individuals And Families
High Net-Worth Individuals And Families
Integra Wealth Management specializes in offering professional financial counsel and direction to high-net-worth individuals and families. Our services encompass a range of wealth management strategies, including growth and maintenance, retirement planning, and tax preparation. We recognize the importance of meticulous planning in intergenerational wealth transfers and work toward ensuring that no aspect of your financial journey is overlooked.
Corporate Executives
Corporate Executives
Are you a hardworking executive seeking guidance in managing your retirement savings, including 401(k)s, IRAs, and deferred compensation? Look no further - Integra Wealth Management is here to be your financial navigator. Our seasoned professionals will devise a tailored strategy that empowers you to chase your financial aspirations while we handle the daily management of your financial affairs.
Professionals
Professionals
At Integra Wealth Management, we focus on empowering accomplished professionals to elevate their financial independence. Our services cater to high-income earners, assisting them in expanding their wealth and devising strategies for the future. We aim to help you forge a lasting legacy that will positively impact future generations through supporting your family or contributing to cherished charitable causes.
Women
Women
Navigating life's uncertainties can be daunting, particularly during major changes. If you've recently experienced the loss of a spouse, either through death or divorce, our compassionate team is here to support you. We offer tailored assistance during this difficult period, working closely with you to safeguard your financial well-being as you embark on the next chapter of your life.
Business Owners
Business Owners
We understand the challenges faced by busy entrepreneurs and business owners. Juggling the daily operations of your business often leaves little time to manage your finances effectively, causing an imbalance in your focus on a single asset. That's why we provide customized wealth management strategies, simplifying the process and enabling you to concentrate on working toward your financial objectives.
