Creating Measurable Values

INTEGFI creates measurable value — quantified with precision, visualized clearly, grounded in fundamentals, focused on lasting outcomes, and free from short-term noise.

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WORKING WITH THE BEST

Secure Custody. Seamless Access.

Client assets are safeguarded at Charles Schwab & Co., Inc., combining institutional security with flexible access to cutting-edge infrastructure.

OUR SERVICES

Start Where You Want. Grow as You Go.

Investment Management

We design and manage personalized portfolios aligned with your goals—anchored in fundamentals, not driven by short-term trends or speculation.

Financial Planning

We integrate every part of your financial life into a clear strategy, modeling key scenarios and recommending actions with meaningful, lasting impact.

Insurance Solutions

We align insurance with your broader plan—protecting what matters, enhancing tax efficiency, and reinforcing wealth accumulation across life stages and generations.

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Freedom to Put You First

As an independent advisor, INTEG is free from institutional limits, proprietary products, and conflicting incentives. Our only obligation is to you. This independence allows us to provide objective advice tailored entirely to your needs, drawing from the full range of portfolios and solutions.

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If you have a specific question, want to join one of our complimentary webinars, or would like to learn more about how INTEG can support your goals, feel free to reach out.