Integra Wealth Solutions (Integra) was founded in 2011 as we felt there was a need for better investment advice. We have built a culture based upon professionalism and evidence, not speculation and sales. Integra Wealth Solutions is committed to developing strategies to help you manage your financial affairs so you can build wealth, enjoy life, and achieve long-term financial security. At Integra, we believe the advice we offer to our clients regardless of age or “life-stage” makes a valuable contribution to their financial well-being. Our 5-Step Journey. When you work with us, you’ll be guided through a 5-step process: 1. Understanding your needs - We work together to understand your current situation, needs and goals. 2. Empowering you - We prepare you with the tools and knowledge to take charge of your financial future. 3. Developing a plan - We develop and present a plan to help you achieve your dream, lifestyle based on your current situation. 4. Implementing your agreed plan - Once we have a agreed on your plan, we help you put into action, making sure you understand what to do (and when). 5. Keeping you on track - We continue to monitor and review your financial progress with you to ensure you stay on track