About the Integra Team
The Integra Team focuses intently on detailed financial and retirement income planning. We specialize in portfolio management, offering strategies that incorporate alternative investments designed to augment and complement the nuances of your portfolio. We seek to build long-term relationships with our clients, crafting bespoke strategies that allow us to help them towards their financial goals. From time-segmentation retirement income planning to experienced investment management, let our team transform the complicated into the simple — and guide you towards your financial future.
Advisory Team
Client Service Team
Resources from our team
Team locations
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.