Carolyn CFP's Contact Details

Carolyn CFP's Company Details

Integra Wealth Advisors

Houston, TX, US • 5 - 9 Employees
Financial Services

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.