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Home of the Waypoint Formula

A Process Built By Our Financial Advisors For You


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A Personal, Yet Structured Process

For Financial Planning

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Freedom to Pursue What You Value the Most In Retirement

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Feel Confident & Reassured

In Your Financial Plan

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Your Life, Your Wealth

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Integra Capital Advisors works with business owners, professionals and families who desire our personal, yet structured process for planning and investing that relieves them of the day-to-day worry of the financial markets with freedom to pursue what they value most and allows them to feel confident and reassured.


We call this process the

  Waypoint Formula

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Financial 

Planning

Financial PlanningBeing prepared for Critical Life Events, both planned and unplanned, increases the chance for success in reaching your life goals.  We have a process for that.

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Investment 

Management

Investment ManagementWhile investments are a piece of a well-defined financial plan, generating reasonable returns at an appropriate level of risk for you is an important component of reaching your goals.

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Why Choose an Independent Advisor?

Independent AdvisorLearn more about how registered investment advisors work with their clients from an independent, industry sponsored website.


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