Integra Wealth Advisors

Financial Services - Houston, TX, US

Integra Wealth Advisors Employees
Carolyn CFP

Founder & Principal of Integra Wealth Advisors, LLC

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Integra Wealth Advisors Senior Management
Carolyn CFP

Founder & Principal of Integra Wealth Advisors, LLC

Contact Carolyn CFP

Contact All Integra Wealth Advisors Employees
Integra Wealth Advisors Details

Integra Wealth Advisors is an independent, fee-only wealth management firm. We believe true wealth management is the integration of Financial Life Planning™, disciplined investment management and exceptional client service.Our integrative approach to delivering advice and services helps make clients' financial lives more manageable – enabling them to utilize their wealth to fulfill life goals and dreams.At Integra, we are dedicated to the holistic integration of asset management and life management with honesty and integrity. We want to be your valued, trusted advisor to support you in articulating your family's vision and provide the planning and investment management you need to make it a reality.We are passionate about this profession and helping our clients. Our principals have over 60 years of combined experience in the wealth management profession advising individuals, families and business owners on a wide array of financial matters. Through our life-centered, values-based wealth management practice we strive to Enrich Our Clients' Return on Life.

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Employees: 5 - 9
HQ: 713-966-6156
Location: Houston, TX, US
Revenue: Not Available
Wealth Management Investment Management Financial Planning Family Office
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