Integris Wealth Management

Integris provides comprehensive financial planning and investment management services to individuals, families, trusts, pension and profit sharing plans, for profit corporations, and not for profit corporations.

Integris was founded in 1997, and operates as a fiduciary, and is independent, fee-only, and team-based.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

435 Washington Street Suite A Monterey, CA 93940-3046 Phone: (831) 333-1717 Ext: 1 Fax: (831) 333-1713

Primary Office

435 Washington Street Suite A Monterey, CA 93940-3046 Phone: (831) 333-1717 Ext: 1 Fax: (831) 333-1713