Integra Team

1001 3rd Avenue West, Suite 450

Bradenton,

FL

34205

About the Integra Team

The Integra Team focuses intently on detailed financial and retirement income planning. We specialize in portfolio management, offering strategies that incorporate alternative investments designed to augment and complement the nuances of your portfolio. We seek to build long-term relationships with our clients, crafting bespoke strategies that allow us to help them towards their financial goals. From time-segmentation retirement income planning to experienced investment management, let our team transform the complicated into the simple — and guide you towards your financial future.

Resources from our team

Blog

Whether you own a cabin on a lake, cottage on a beach, or lodge up in the mountains, your vacation home is likely a favorite spot where you made a lot of memories over the years. As you age and find it harder to spend time there, it’s only natural that you’d want to keep this second property in the family and give it to your children.

Team locations

Bradenton, FL
1001 3rd Avenue West, Suite 450, Bradenton, Florida, 34205

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.