I am fortunate to work in a profession I love and believe in. As the Chief Investment Officer at Integra Capital Advisors, a fee-only Registered Investment Advisory firm, I commonly work with successful business owners and professionals to develop highly customized financial strategies and investment plans in the pursuit of their goals. My team and I primarily service clients residing in Southwest Florida, however, we have begun to expand our efforts to those in other regions. Over a 25-year career, I have assembled a diverse repertoire of knowledge and experience. Specifically, I have become well versed in accounting, tax, insurance, investments, private equity, private credit, and other alternative investments. I enjoy helping clients tackle financial challenges and opportunities as they seek to accumulate resources for financial independence or undergo transitions involving the succession or sale of a business. It can be a strange concept for business owners accustomed to receiving income from an operating business of which they control, to replacing that income with passive investment income and growth. To ensure clients achieve the peace of mind that comes from putting all the pieces of your financial puzzle into place, a structured process we have developed, called the WayPoint Formula, guides our course of work. This process is a beacon of light to many who wish to experience the peace of living free of major financial stress. I limit the number of clients I work with at any given moment in time to ensure proper time and attention for each case I accept. If you would like to discuss your circumstances and goals privately please contact me at (239) 596-6726 or email me at brad@integracapitaladvisors.com. Fun facts: Spouse: Natalie, college sweetheart, wife of over 25 years, and mother to our three children Sports: former competitive tennis player, college football and basketball fanatic Service: volunteer instructor at St. John the Evangelist Catholic Church in the high school Confirmation program For Fun: reading, hiking, skiing, and spending time with family (I am the oldest of 6 and fortunate to have a large, tight-knit extended family)
