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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