Empowering you throughout the ups & downs of markets & life
Life has its share of challenges.
Our goal is to help you achieve more…
confidence
by protecting and growing your wealth
control
by preparing for life’s uncertainties
clarity
by demystifying complex financial topics
Why Integral?
Our team has a reputation for being:
Our advisors have expertise in real-world portfolio
management and comprehensive financial planning and have earned top designations in the industry:
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Clients, attorneys, and accountants commonly refer new clients to us which shows a level of trust and satisfaction with our services. We act in clients’ best interests at all times and treat clients as we would our family.
Our goal is to empower you by explaining financial topics in ways you understand. This down-to-earth approach makes working together easy and enjoyable.
KNOWLEDGEABLE
Our advisors have expertise in real-world
portfolio management and comprehensive financial planning and have earned top designations in the
industry:
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
TRUSTED
Clients, attorneys, and accountants commonly refer new clients to us which shows a level of trust and satisfaction with our services. We act in clients’ best interests at all times and treat clients as we would our family.
PERSONABLE
Our goal is to empower you by explaining financial topics in ways you understand. This down-to-earth approach makes working together easy and enjoyable.
YOUR LOCAL LEADER
Integral is an authority in wealth management in the Central Valley, combining industry-leading credentials with client-centered service in a family-oriented atmosphere.
250+
Families & institutions served
$200M+
Assets under management
15+
Years in business
100%
Family-owned & operated
Learn how we can help
Investment Management
We balance risk and return potential to deliver a portfolio of investments tailored to your comfort level.
Financial
Planning
We listen to your vision for your future and give you the steps to turn that vision into reality.
Employer-Sponsored Retirement plans
We recommend a cost-effective retirement plan to help your small business retain key employees and shelter hard-earned profits from taxes.
Value-added services
Using our wide range of experience, we assist with advanced estate and tax strategies, large purchases or sales, and everything in between.
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Disclosures
Integral Investment Advisors, Inc. dba Integral Wealth Management is a Registered Investment Adviser. This
material is for informational and illustrative purposes only and is not intended as an offer or solicitation
with respect to the purchase or sale of any security. Advisory services are only offered to clients or
prospective clients where Integral Wealth Management and its representatives are properly licensed or exempt
from licensure. The views and opinions expressed in this material reflects the personal opinions,
viewpoints, and analyses of Integral Wealth Management employees and/or the individual providing such
comments, and should not be regarded as a description of advisory services provided by our firm or
performance returns of any our firm’s clients. The views and opinions expressed in this material is subject
to change at any time without notice. Nothing in this material constitutes investment advice, performance
data, or any recommendation that any particular security, portfolio of securities, transaction, or
investment strategy is suitable for any specific person. Any mention of a particular security and related
performance data is not a recommendation to buy or sell that security. Our firm manages its clients’
accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the
material.
This material is developed from sources believed to be providing accurate information; no warranty,
expressed or implied is made regarding accuracy, completeness, legality, reliability, or usefulness of any
information. Integral Wealth Management may also provide links for your convenience throughout the material
to websites produced by other providers of industry-related material. Accessing websites through links
directs you away from our content. Our firm is not responsible for errors or omissions in the material on
third party websites, and does not necessarily approve of or endorse the information provided. Users who
gain access to third party websites may be subject to copyright and other restrictions on use imposed by
those providers and assume responsibility and risk from use of those websites.
It is important to note that all investing involves risk including the potential loss of principal. No
investment strategy can guarantee a profit or protect against loss in periods of declining values. Past
performance is not a guarantee of future results. Our firm urges you to please seek advice from your
licensed financial professional prior to making any investment decision.