Integra Wealth

Integra Wealth is an independent investment adviser that provides customized investment management and financial planning primarily for high-net-worth individuals, associated trusts and estates, and retirement accounts. The firm also works with less common client types for a firm of its size, including charitable organizations, corporations and employer-sponsored pension and profit-sharing plans.

The firm generally manages portfolios on a discretionary basis guided by a written Investment Policy Statement and emphasizes long-term, structured strategies built around mutual funds and ETFs, modern portfolio theory and academic research. In addition to broad-scope and project-based financial planning, Integra offers retirement-plan advisory services — including ERISA fiduciary consulting and discretionary plan management — and can manage “held away” retirement assets through a third-party platform.

What is distinctive relative to many peers is the combination of a small, independently owned advisory practice with a substantial retirement-plan consulting capability and a client mix that includes charities and corporate plans, a pattern found in only a minority of similar firms. The firm also documents formal processes for fiduciary plan governance, model portfolios for plan participants, and held-away account integration, which are notable service elements for an advisor of this scale.