Integra Wealth, LLC
Our objective is to provide value by helping you clearly identify your values and goals and to explore whether we may be a good fit for each other.
Our equations of true wealth management:
• Wealth Management = Relationship Management + Advanced Planning + Investment Consulting
• Relationship Management = Client Relationship Management + Expert Relationship Management (for example CPA’s, Attorney’s, Insurance Agents, Business Consultants, Etc.)
• Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Planning
• Investment Consulting = Asset Allocation + Portfolio Rebalancing + Behavioral Counseling
Our goal is to simplify the lives of our clients and to become the family’s trusted “Personal Chief Financial Officer”.