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.

YOUNG PROFESSIONALS

Integras Partners with Young Professionals 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.

Integras Insights

Here’s a collection of articles we think you might like.

Check out the full blog

The Dilemma Facing Investors Today

The Fed remains reluctant to lower short-term interest rates, as the inflation outlook heads back up towards 3%. Slowing economic growth and sustained employment weakness would prompt rate cuts. The technical chart below reflects that the bond market is expecting...

Quarterly Market Outlook: Future Earnings are What Matter when Valuing Stocks

There is an old Wall Street saying that ‘the market goes down in an elevator and rises on an escalator’. The market did indeed fall like an elevator in March but then took the elevator right back up. As tariff postponements soothed markets, stocks staged a major...

Five Risks to Successful Retirement

Many people have unanswered questions about setting themselves up for a successful retirement. Below are the primary risks to consider and some general ideas for overcoming them. We help our clients address these risks through financial planning, which starts with...