



When your portfolio drops in value, you may be able to recoup the losses over time; but the dollars you give to the IRS will never be seen again. Now more than ever, with taxes set to go up over the next few years, you need to have tax planning and investment management on the same page. We don’t know yet exactly what the tax rates for dividends and capital gains will be next year, but most people agree the rates will be higher than they are currently. However, there is a balance between saving on taxes and giving away growth to your portfolio.
At Integra Wealth, we use the latest advancements in finance to engineer portfolios that are very tax efficient without losing the potential for growth. We also utilize advanced tax planning strategies to help you continue to build wealth in the most efficient manner possible. We work closely with our clients’ tax professionals and closely monitor their entire tax position.



At Integra Wealth, we offer True Wealth Management Solutions – we can help you regardless of your current financial situation. We base our advice on your situation – whether you are a younger professional looking to protect your family and build wealth, a pre-retiree trying to make sure you are accumulating enough for retirement, a post-retiree who wants to protect what you have and make sure that you don’t outlive your money, or somewhere in between – we can help.
We have comprehensive financial management system that allows us to help you in all areas related to you financial situation: investment management, financial planning, integrated tax planning, real estate investment advice, alternative investments, assistance with estate planning and insurance solutions.
We take an objective approach (no commissions for selling investment products). We are a local and independent company, so we are able to give you advice based on our professional opinions.
Whatever your current situation is, we can customize a solution that will help you achieve financial success. Contact us now for a FREE CONSULTATION from objective professionals. There is no commitment at this consultation. 423-664-0344.
Integra Wealth specializes in assisting people in the greater Chattanooga, North Alabama, and North Georgia area in finding objective investment, retirement, tax, real estate and financial planning advice from credentialed professionals. When it comes to Chattanooga investors, Integra Wealth is your all in one solution for integrated comprehensive wealth management solutions.
From retirement planning, tax planning, investment planning, real estate transactions, education or college planning, insurance planning, business consulting, financial planning, cash flow and debt repayment planning, and estate planning in the Chattanooga, North Alabama & North Georgia area, Integra Wealth has the wealth management solutions for you. Looking outside of the Chattanooga area? When looking for non commission professionals in Ringgold, Lafayette, Rossville, Dalton, Ooltewah, Georgetown, Cleveland, Athens, Jasper, South Pittsburg, or any Hamilton County certified public accountant ( CPA ) or certified financial planner ( CFP ), we have the local, objective, independent, advice you are looking for.
Our wealth management solutions and advanced planning techniques are easy to understand with our unbiased professional advisors. We are sure you will find value with Integra Wealth. Remember, when looking for Chattanooga advisors, wealth managers, accountants, or retirement planners Integra Wealth is your leading resource.
Integra Wealth
871 McCallie Ave.
Chattanooga, TN 37403
Tel: (423) 664-0344
Fax: (423) 752-2356
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Facebook: www.facebook.com/integrawealth
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