About
Services
A fiduciary is a person or firm who has a legal obligation to act in your client’s best interest. Yes, here at Integra Wealth we are fiduciaries. As fee-only fiduciary advisors, we are required by law (and because it’s the right thing to do!) to act in your best interest. It’s shocking that not all advisors follow this standard — but we believe it's the only right way to serve clients.
A fee-only advisor means that we can not legally receive commissions or sell any products - ever. We’re directly paid by our clients, by either a percentage of assets under management or an agreed upon flat fee.
No, we are an independent Registered Investment Advisor (RIA). Neither our firm nor our principals or staff have a vested interest in any investment company, broker-dealer, or other financial services organization.
Absolutely not! We do not in any way sell products or accept any commissions or referral fees, we are only paid by our clients through the transparent fee that us and the client agree on.
Our only source of compensation is directly from our clients. We do not accept commissions or referral fees. There are three ways in which we are compensated by clients. It can be a fixed-dollar arrangement, it can be a percentage of assets under management, or an hourly rate depending on services provided to the clients.
Integra Wealth Management, LLC does not take custody or possession of your money. Client assets are held at Charles Schwab Institutional in an account registered to you.
Yes — we offer a complimentary 30 to 60-minute consultation to learn more about you, explain our process, and see if we’re a good fit. No pressure, no sales pitch — just a conversation.
Our first meeting is a free consultation - called a “Discovery Call”.It’s all about you, what are your goals in life? A no-pressure conversation where we will learn about you personally, your goals, values, and concerns, so that we can assess where you are today vs. where you want to go. If we decide to work together, we will send you a contract and request information for our next meeting.
We look at the whole picture, not just one part of it. We help you develop and implement a comprehensive, customized financial plan that takes into account every aspect of your financial life, not just your investments. Every piece of your financial life should flow together and our services include: investment management, tax planning, estate planning, insurance analysis & risk management, and cashflow & budgeting planning.
- Retirement Planning- Cashflow & Budget Planning- Tax Planning- Investment Management & Analysis- Estate Planning-Insurance Planning & Risk Management- Charitable Giving- Social Security & Pension Optimization- Education Planning- Executive Compensation (Stock Options, Restricted Stock Units, Employee Equity, etc.)
Not at all! We enjoy meeting with people in person, however we serve clients virtually who are located all over the country.
