Integra Wealth Advisors, LLC

Integra Wealth Advisors serves individuals, high-net-worth clients, trusts, estates and businesses, offering comprehensive wealth management that combines financial planning, portfolio management and implementation support. The firm provides a range of services including retirement and tax planning, estate and legacy planning, education planning, and family-office-style administrative support such as bill paying and document management.

The firm uses an integrated investment approach that combines strategic asset allocation with attention to clients’ behavioral and emotional preferences, employing an open-architecture mix of passive and active managers and, where appropriate, alternative strategies. Accounts are managed on a discretionary basis, supported by an interactive online wealth-management platform and regular (at least quarterly) reviews.

Distinctive features for a small, two-advisor firm with roughly $117 million in assets and about 58 clients include explicit family office offerings and personal administrative services, and the firm’s acceptance of executor roles for two client estates (which has resulted in a surprise custody examination and Form ADV‑E filing). Integra also uses a formal proxy-voting arrangement via Institutional Shareholder Services and typically recommends Fidelity for custody and Vanguard for annuities.