Integris Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
435 Washington St Ste A, Monterey, Calif...Phone Number
(831) 333-1717Website
www.integriswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Integris Wealth Management
Integris Wealth Management is an independent, fee-only financial planning and investment management firm based in Monterey, California. The firm focuses on providing personalized financial strategies for individuals, families, business owners, and non-profits, emphasizing a client-first approach built on trust and ethical standards. With a commitment to collaboration and understanding clients' unique goals, Integris aims to deliver comprehensive financial guidance and stewardship of assets. Established in 1997, the firm prides itself on its fiduciary responsibility and a team-based approach to financial planning.Explore more
Integris Wealth Management Org Chart
JC
Senior Investment Associate
EL
Investment Associate
JR
Partner
GL
Founder & Partner & Investment Committee Memb...
AB
Partner
KW
Associate Advisor
AB
Advisor
JR
Advisor
KO
Paraplanner
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Integris Wealth Management is an independent, fee-only financial planning and investment management firm based in Monterey, California. The firm focuses on providing personalized financial strategies for individuals, families, business owners, and non-profits, emphasizing a client-first approach built on trust and ethical standards. With a commitme... Read More
