Who We Serve
Integras Partners with you, wherever you are in your journey
As your fiduciary advisor, we will always act in your best interest.
Career Builders
Integras Partners with Career Builders to determine where and how much to save. We will help you maximize employer benefits, make 401(k) elections, and share strategies to improve personal finances. It can be exciting to see your money grow to enable a wider range of life choices as you become an Established Professional.
Established Professionals
Established Professionals face greater challenges that come with success. Besides professional demands and evolving family dynamics, greater wealth adds more complexity to investment decisions and tax strategies.
Retirement minded
Flipping from accumulating assets to spending retirement savings can be scary. Integras Partners with people who are planning for, or in retirement. First, we help you confidently make this life-changing decision, and then to maintain the peace of mind that allows you to go out and enjoy retirement.
Investing in 2025
Today, U.S. stocks are relatively concentrated. An investor in the S&P 500 is putting 40% of their money in the 10 largest companies. Historically, such concentration doesn’t work out well. The S&P 500 is also expensive. Such a concentrated and expensive...
Your New Year’s Guide to the Markets and Economy
You’re on your financial journey and we can help people pave their own path. This quarter’s commentary blogs start with a recap of 2024 and our views of economic conditions. Then we share some of our ideas for timely investing. You’re always welcome to speak with us...
Companies are Buying Back Their Own Stock
With stock dividends getting taxed twice (once to the corporation and again to the shareholder), many companies are now choosing to return profits to shareholders in the form of stock buybacks instead. While there are several other reasons, the primary one is this...
We Can Help with Important Conversations that Families Avoid
As we age, living situations and health needs will change. Parents and their children avoid planning for them, for very understandable reasons: Parents don’t “want to be a bother”. Kids “don’t want to pry” into their parents’ lives. Money conversations can be tense....
No matter where you stand on your financial journey, we’re here to help.
Partner with Us
Let's begin our conversation to see how we can help you reach your goals.