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Who We Serve

Proudly Serving The Southwestern Florida Community and Beyond

Integra Capital Advisors has helped business owners, professionals, and families who desire more for their future. Our clients in the Bradenton/Sarasota and Naples/Bonita Springs, Florida areas, as well as those across the country, receive the benefits of our professional and experienced team of financial advisors. 

We call our process the        Waypoint Formula   


Multi-Generational Families 

Being financially secure is more than having an investment portfolio in place or saving for retirement. Planning for how much you need to accumulate to produce the desired retirement income is an on-going process that adjusts as you progress through life.  It is also about planning for life’s critical financial events, some of which are planned and some which occur randomly. Planning for a home and starting a family is essential for those just beginning. Eventually, we then focus and plan to reach retirement goals. Let us work with you to prepare for your success and that of your loved ones.

Women

Women have unique wealth planning needs and concerns. Longer life expectancy, the potential for divorce, and different legacy priorities all lead to potential stress on a financial and retirement income plan. Let us help you by listening and using our planning experience to give you confidence about your financial future.

Entrepreneurs & Professionals 

Running or leading a business can be exhilarating, profitable, and sometimes all-consuming. Let us help you protect your family and business by building a plan that considers your full financial picture, including your business's value or accumulated assets when you choose to retire.

Services Made For You 

Financial Planning- Our personal, yet structured process for planning and investing relieves you of the day-to-day worry of the financial markets with the freedom to pursue what you value most and allows you to feel confident and reassured.

Wealth Management- For those who have more complex financial situations, our wealth management service is financial planning on steroids.  Helping you plan to minimize taxes, achieve investment goals and assessing insurance needs is essential to creating a successful financial future. We’re here to help you create a path to your goals. 

Retirement Planning- Our retirement income planning services provide clarity as to a reasonable level of sustainable retirement income your assets can generate to supplement your Social Security benefit and any pension income you may have. Learn more about our retirement income planning services here. 

Social Security Planning- It’s important to know when to claim your social security benefits to maximize your lifetime income in retirement. Important factors include age and benefit level that differ between spouses and life expectancies. 

Investment Management- We’re here to help you develop a thoughtful investment plan that has the potential to deliver the desired results and do so within your personal risk tolerance. We then manage and adjust the plan for changing market conditions.

Private Market Opportunities- Not all good investment opportunities are available in the public marketplace. Private market opportunities may offer good risk-adjusted return opportunities. We perform the necessary due diligence to select these investments.

Commission-Free Insurance- Insurance is an essential part of financial planning and can help control financial loss from devastating events in our lives. Our team does not sell insurance, but we have strong relationships with commission-free insurance providers to help make these events easier financially. 

Why You Should Work with Integra Capital Advisors 

You can call or visit our website to schedule an appointment with us to begin your new financial planning journey. We aim to provide you with financial freedom, especially in your retirement years, and to set your goals while preparing for your legacy, contact us today

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