Welcome to Integra Capital Group – Private Wealth Management Advice
Fee-only Financial Advisors

Do you ever feel like you’re making isolated financial decisions? Should family money management decisions be integrated?

Is your money manager too far away from you? Would you prefer local wealth management advice?

Would you prefer personal wealth management over one-size fits-all financial “solutions”?
Do you feel you’re getting all of the benefits of a financial advisor solely focused on achieving your financial goals not his?

Managing money wisely is more difficult than ever. Do you feel you’re getting the best investment advice?

Do you feel that your current wealth management firm outsources too many critical investment decisions?

Integra Capital Group was created for two reasons: to provide intelligent, honest, and unbiased financial advice, and to reduce the time and anxiety clients experience making ever-more-complicated financial decisions. This is achieved through:

Independence

• No broker/dealer conflicts of interest
• No “in-house” product to sell or promote
• No affiliated investment banking business to protect or promote
• Because we have no in-house product or investment banking business you can rest assured that   our research is independent and unbiased

Transparency

• Our investment process is straight-forward and designed for you
• Unlike most third-party money managers we provide easy and timely access to your holdings
  and portfolio information
• We are local and accessible so you never have to feel like you don’t have the help you need

Comprehensive experience

• As a single point-of-contact firm we provide effective advice in an efficient way
• We have over two decades of hands-on experience in banking, lending, investments, and   insurance
• Our comprehensive experience allows us to provide an integrated approach to making financial   decisions

State-of-the-art financial planning technology

• We offer a comprehensive analysis of ALL financial accounts
• We put your entire financial picture into context of your overall financial goals
• We give you a personal, secure financial website that aggregates all of your financial information, 24/7

Please explore our website and get more familiar with our services, approach, and style. Also, please take a moment to sign up for our complimentary monthly newsletter and review our list of upcoming workshops.

Click Here for a no-obligation portfolio review or initial financial planning consultation.