Integris Wealth Management

Our clients have all acquired some measure of wealth and are now faced with the ongoing and increasing complexity of managing their financial lives. Our clients typically fall into one or more of the following categories:

 

1) they have realized that their financial leverage lies in making money, not managing the money they have already made,

 

2) they recognize that their accumulated wealth is important to them and they may not have all the necessary knowledge or skills or discipline to manage it well themselves, or

 

3) they have decided that regardless of their personal capabilities, managing their wealth is not how they want to spend their time and energy.

 

The common element in each of these categories is that they place a high value on the PEACE OF MIND that comes from working with a competent and objective advisor who can create clarity out of complexity.

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Advisors at this Office

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This Office

456 Washington St Monterey, CA 93940-3024 Phone: (831) 333-1717 Ext: 1 Fax: (831) 333-1713

Primary Office

456 Washington St Monterey, CA 93940-3024 Phone: (831) 333-1717 Ext: 1 Fax: (831) 333-1713