Intergy Private Wealth is a comprehensive wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm was formed through the merger of Corcillium Wealth Management and Brennan Financial Services, combining decades of experience. It operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Intergy's mission is to offer personalized and integrated financial strategies, encompassing financial planning, investment management, retirement planning, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States