The Integra Group at Morgan Stanley

The insight you use to help achieve your financial goals can make a significant difference in shaping your financial future. That’s why at Morgan Stanley, we emphasize that Advice Matters. From personalized wealth planning to offering a diverse suite of investment options, efficient cash management, and flexible lending services, our online platform complements our offerings—all underpinned by the Firm’s insights, global scope, and unwavering core values.

This is the value we bring to the relationship—working hand-in-hand with you through market and life challenges—to help keep you on track with your financial goals.

For over a decade, The Integra Group has excelled in delivering highly personalized wealth management services. Our diverse client base includes millennials, high net worth individuals, and families nearing or in retirement, as well as participants in employer-sponsored retirement plans.

Our experienced team employs a multi-step consultative wealth management process to address clients’ most pressing financial challenges. The consultative process begins with a discovery meeting, enabling clients to assess their current financial state, identify financial blind spots, and align their finances with life priorities. A customized financial plan is then recommended to help clients meet their stated goals and objectives. Once the client approves the plan, our team implements it, establishing an ongoing review process to measure progress toward helping client's achieve their financial goals.