Integris Wealth Management is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates as a fiduciary, committed to providing objective and conflict-free financial advice. Their services encompass a holistic approach to financial planning, investment management, and legacy planning, specifically tailored to help clients navigate significant life transitions. The firm emphasizes building long-term relationships and creating integrated financial strategies to meet the unique goals of individuals and families.

Founded in

United States