Commitment to You
Is Your Advisor Committed to You?
What are the building blocks for your current advisor's practice? It is important to know what they stand for. Selecting a financial advisor is a major decision that will impact yours and your family’s wealth and peace of mind. Do they listen to your fears and concerns? Are they invested in you and your family? Do they communicate with you regularly? Do they have a process to continually engage you as a client?
Our Commitment to You
Our commitment to you does not end when you sign on the dotted line. We work to build a solid foundation to create a lasting relationship.
We are not salespeople with a quota to meet. Our advice is unbiased and independent of any product. It is tailored to your personal and financial goals. We are aligned with you.
We want to ensure that we are a good fit for one another. Our primary clients are successful working professionals and/or affluent retirees who seek an innovative investment strategy and who are not easily swayed by market downturns. Our clients trust our advice and know that we are acting in their best interest.
Our commitment is to you. It is important that we are in sync. We care about our clients. We want to know your families. We want to know what your values are and how you communicate. We want you to feel confident through the ups and downs of the market that we will guide you and educate you to make thoughtful financial decisions. It is equally important that you understand our philosophy and what is important to Integras. Trust is the backbone of this relationship. Trusting one another will create a meaningful relationship.
We are experienced advisors. We are registered with the SEC. We are educated. Our credentials and our approach are backed by years of practical knowledge. We have the skills and insights to help you with your specific needs (such as transitioning through a divorce, caring for a special needs child or selling a business)?
We have created the infrastructure to work with clients in 22 states and across time zones to ensure continuity of service. We foster relationships with thought leaders and strategic partners to meet growing client needs. Our competency allows us to work with your family as it changes and meet your future needs. Our clients have been with us for years and weathered market swings.
Integras Partners supports our clients based on their unique individual needs. We do not offer a one size fits all service model. Retirees have different needs than working professionals and business owners. We are actively involved in your financial planning process and offer specialized services based on your current status. We offer additional support by working with strategic partners to assist with legal and accounting needs.
Integras Partners will be your most trusted advisor. High standards secure confidential client information and as we work with you to build your financial future. If you doubt whether your current advisor is the right fit for you, now may be the time to consider a change. Integras Partners will always have your best interests in mind.