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”.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.