To provide premier service, support and quality products to our clients.

Providing Wealth Management services that will enable clients to make informed decisions about their money. Assisting clients in managing the growth and the protection of their assets and to help them in reaching individual goals.

Our team has over 50 years combined experience working with many households in the area, in helping them ensure a financial secure future. 

About Us

The Integratis Group is a leading financial services and benefit consulting firm, providing an integrated line up of solutions for individuals as well corporations and their employees.

Our experienced team at The Integratis Group is comprised of established advisors, recognized leaders in their respective fields, as well as knowledgeable and professional staff committed to client service and frequent client contact.

We strive to provide excellence in client satisfaction, while continually expanding our vast industry knowledge to ensure we provide our clients with all possible solutions.

We strive for higher education by consistently upgrading ourselves, enrolling in various courses, seminars as well as meeting with Portfolio managers on a regular basis.

At The Integratis Group we take great pride in our continual client satisfaction and growth within both the industry and the community. We provide cutting edge solutions catered specifically to our clients needs.