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”.