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