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:
Jodi Ann Karambela, CERTIFIED FINANCIAL PLANNER™
David Epps, CERTIFIED FINANCIAL PLANNER™
Michael Abram, Chartered Financial Analyst

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:
Jodi Ann Karambela, CERTIFIED FINANCIAL PLANNER™
David Epps, CERTIFIED FINANCIAL PLANNER™
Michael Abram, Chartered Financial Analyst

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.

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.

275+

Families & institutions served

$250M+

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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