We are an independent, fee-only wealth management firm. At Integra we believe true wealth management is the integration of Financial Life Planning™, disciplined investment management and exceptional client service.

Our integrative approach to delivering advice and services helps make our Clients’ financial lives more manageable, enabling them to utilize their wealth to fulfill their life goals and dreams.

At Integra we utilize a discovery process by which we explore both the qualitative and quantitative aspects of our Clients’ personal and financial lives. This initial and ongoing process enables us to assess our Clients values, beliefs, and risk tolerance in order to establish and maintain a relationship based on trust – providing them with advice, assisting them in implementing recommendations and monitoring their progress over time.

We are passionate about this profession and about helping our Clients. Our principals have over 50 years of combined experience in the wealth management profession advising individuals, families and business owners on a wide array of financial matters.

Through our life-centered, values-based wealth management practice – our goal is to Enrich our Clients’ Return on Life.

We invite you to experience it...