Registration is still open for our upcoming webinar! You won't want to miss this discussion on President Trump 2.0 and our insights for investors:
关于我们
Count on Integris to be your trusted ally. You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business. Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.
- 网站
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https://www.integriswealth.com
Integris Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Monterey，California
- 类型
- 私人持股
- 创立
- 1997
地点
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主要
获取路线
435 Washington Street, St A
US，California，Monterey，93940
Integris Wealth Management员工
动态
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Happy Birthday to our incredible Director of Operations, Jenna Reynolds! Your leadership and dedication to helping all of us improve our work helps drive success for our clients every day. We are so grateful to have your talents and your fun personality at the firm. Wishing you a wonderful year of joy and personal achievement in the months ahead!
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Happy 6-year anniversary with Integris, Kay! As our Paraplanner with over 10 years of experience in the investments and financial services industry, Kay helps support our financial advisors by doing the research and analysis for our financial plans. Kay, we are grateful for your positive energy and every moment you’ve dedicated to making Integris Wealth Management a success!
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Our paraplanner, Katherine Woolever, achieved her CFP? certification! The CFP? certification is the standard of excellence for financial planners and represents rigorous training in 70 financial topic areas, passing a 6-hour exam, in addition to thousands of hours of experience. Congratulations Katherine! We couldn't be more proud of you and what you've accomplished!
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Nothing says “I love you” like planning your future together. Read our financial planning tips for couples here: https://buff.ly/3CTi0Zn
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