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Wealth Management

Wealth Management in Bradenton and Bonita Springs, FL

For over 29 years, Integra Capital Advisors has provided wealth management services to high-net-worth and ultra-high-net-worth residents of the Southwest Florida cities of Bradenton, Sarasota, Naples, Bonita Springs, and beyond. Our plans are tailor-made to help our clients with their wealth management goals, whatever they may entail.

Wealth management ties into all our services in order to be in full alignment with your needs. This is a crucial aspect of your overall financial plan and one that can define your financial future. Integra’s wealth advisors focus on helping business owners, professionals, and families with their financial plans. In particular, we are well versed or proficient with the unique wealth management needs of women.  

Contact us today to learn more about our wealth management service, which is included in our process we call the Waypoint FORMula.

What Is Wealth Management? 

Wealth management is advanced financial planning. Wealth management goes beyond the general financial planning level for clients who have more complex situations.  Examples are high net worth families that are in the highest tax brackets, a person with estate tax concerns, or business owners planning to sell or transition the business to the next generation.  

Our wealth managers create custom strategies that take all aspects of your situation into account to help plan and manage everything in your financial life, including:  

  • Tax-efficient investing strategies
  • Retirement income planning
  • Tax minimization techniques
  • Estate planning
  • Philanthropy and legacy
  • Helping family members
  • Coordinating with other professionals (CPA and Attorney)
  • Business valuation and transactions
  • Trust services
  • Banking services
  • Insurance planning

Why Wealth Advisors Matter

True wealth advisors act as a fiduciary and the leader of your advisory team. The clients our wealth advisors team works with are high-net-worth or ultra-high-net-worth individuals with a busy personal life and complex business and financial lives.  A qualified wealth management team develops a close relationship with these clients and is intimately familiar with their lifestyle and financial objectives and works closely with them to achieve these goals.

How Wealth Management Works

There are multiple aspects of wealth management, and they all differ for each client’s unique priorities and lifestyle. Not everyone needs all possible wealth management services, at least not at one time. But, life brings changes and our wealth advisors will be in regular contact to stay abreast of what’s going on in your life and to be a resource to keep your wealth management plan on track.  

In summary, if something important is happening in your life, business or personal, we want you to connect with us so we can understand what you are dealing with and be there as a friend and advisor.   

Why You Should Choose Our Services

At Integra Capital Advisors, we focus on creating relationships with our clients. By building trust and being transparent, we can establish an efficient plan and proper goals that will meet your lifestyle and needs for your future. Our team of personal wealth advisors and support staff are highly qualified to assist you in these matters.  Our firm core values of integrity and empathy align your interests and ours in the best way for us to achieve success.  

Contact Our Expert Team Today

Know that wealth management is a process to help you reach your goals and feel confident and reassured. If you meet our criteria and desire an in-depth wealth management experience, then we’re here to help. 

To speak with one of our wealth management advisors, you can schedule an appointment here or call us at 941-778-1900. 

 Wealth Management, Wealth Managers, Wealth Advisors