Integral Capital Management, Inc.

"Know where you're headed" Call: (203)653-2446

Investment Advisory Services

Our structured Investment Advisory Services processes are aimed to help our clients achieve superior investment returns, while managing risk within an agreed tolerance. We begin with a thorough understanding of our client’s investment aims, objectives and attitude towards investment risk. We then devise their investment strategy, selecting the most appropriate mix of asset classes for their portfolio. Our dynamic approach to Investment Advisory Services aims to meet our client’s needs both now and in the future, considering current and anticipated market trends.

Financial Plan

We work with clients to clearly identify goals and create a blueprint for achieving them. A financial plan puts into words what you want to achieve and identifies the tools you need to achieve your life goals. We will work hand-in-hand with you to draft a financial plan specific to your needs. Client Service Model & Pricing - Click here

Investment Management

Before any investment selection or portfolio construction are made, we work with you to define your tolerance for risk, time horizon, income requirements, and other unique needs..

Estate Planning

Estate Planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control distribution after your death according to your objectives.

College Planning

The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared to a taxable investment. Ideally, though, you’ll want to choose a savings vehicle that offers you the best combination of tax advantages, financial aid benefits, and flexibility, while meeting your overall investment needs.

Life Insurance

A Life Insurance plan provides funds for your surviving loved ones if something should happen to you. Your family can use the proceeds to meet a variety of goals.

Charitable Gifting

The decision to donate to charity is a personal one. Although the IRS does not require that you have any charitable motivation when you donate to charity–you can do it strictly for the tax benefits–most people who decide to donate to charity have a charitable intent.