About Integris Wealth Management
Integris Wealth Management is a financial advisory firm based in Monterey, California, specializing in providing personalized wealth management services to individuals, families, and businesses. The firm focuses on investment management, financial planning, and retirement strategies, aiming to help clients achieve their financial goals through tailored solutions. With a commitment to fiduciary responsibility, Integris Wealth Management prioritizes the interests of its clients, ensuring transparency and trust in all financial dealings. The firm employs a holistic approach to wealth management, integrating various financial disciplines to create comprehensive strategies that address the unique needs of each client. By leveraging market insights and advanced financial tools, Integris Wealth Management strives to deliver exceptional service and results, fostering long-term relationships with clients based on mutual respect and understanding.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Financial Planning, Retirement Planning, Tax Planning
- Location
- Monterey, United States
- Employees
- 11–50
- Revenue (USD)
- 1–5M
- Founded
- 2015
Products and services
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