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.
All Real Estate Investments Are Different
Article 2 of 5: Real Estate As An Investment Option This is the second in a series of five pieces to help investors understand the benefits of owning commercial real estate, then differentiate the dynamics and variety of ownership channels. Two investors that each own...
Real Estate Investments Complement Stock Risks
Article 1 of 5: Real Estate As An Investment Option This is the first in a series of five pieces to help investors understand the benefits of owning commercial real estate, then differentiate the dynamics and variety of ownership channels. For centuries, the two asset...
Is it worth relying on computers to invest your money?
As machines become more intelligent, their role as “Robo-Advisors” is destined to become more widespread. It’s popular for being a cheaper way for big firms to invest your money, but it is based on only a limited set of facts, like your age, financial stability, and...
5 Strategies Built to Match Your TimeLine
Why Integras? Broad asset allocation based on “risk scores” assumes more risk than aligning investments to fund specific goals. So, we take little risk with money you...
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.