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.
The Music for Buying Stock Keeps Playing
Stock prices and corporate earning expectations have disconnected. Now, no price is too high to pay for access to this new AI playing field.
Year to Date Market Recap and Analysis
In April, the market had a near-death tariff experience, immediately followed by one of the fastest recoveries ever. You may have expected that the 3rd quarter would be fairly benign and allow everyone some time to breathe.
Tax Deferred Exchanges with UPREIT Programs
If you sell an investment property like a rental home or other piece of commercial real estate, you will owe taxes on the gain. Between capital gains tax and depreciation recapture, a taxpayer could pay more than 1/3 of their gain in taxes. Many investors turn to DST...
Young Professionals: Establish Healthy Investing Habits
Meet Megan. She’s in her early 30s, single, and fairly stable in her career, although she may change employers. Like most younger professionals we work with, Megan was unsure how to get started. She had a couple of previous company retirement accounts and a Roth IRA...
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.