Kintra brings together leading wealth management firms united by a singular belief:
Together we are better for our clients. Our advisors bring decades of experience serving individuals, families, and business owners across the United States. By uniting under one collaborative platform, we strengthen our capabilities, broaden our perspective, and raise the bar for client service.

Put simply, we exist to simplify our clients’ financial lives so they can focus on living with purpose and spending more time on what matters most to them.

Kintra Wealth

This department provides financial advisory services and wealth management solutions to clients.

Wealth Management

This department manages financial planning activities and provides administrative support to enhance operational efficiency.

Finance Administration

This department focuses on promoting the company’s products and services through various digital channels.

Kintra Wealth

Org chart

Teams

Wealth Management

Finance Administration

Marketing

Offices

Kintra Wealth

Org chart

Teams

Wealth Management

Finance Administration

Marketing

Offices

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