Integris Wealth Management

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Integris Wealth Management — overview

About

Integris Wealth Management is a California-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include financial planning, portfolio management, estate & legacy planning, tax planning, philanthropic planning, and investment management. The services are offered to individuals, families, trusts, pensions, profit-sharing plans, for-profit corporations, and not-for-profit corporations.

Integris Wealth Management - known decision makers (12)

Position	Location	Asset Class
Advisor	Monterey, US	RE
Advisor, Chief Investment Officer, Partner	Monterey, US	RE
Advisor, Chief Investment Officer, Partner	Monterey, US	RE
Advisor,Chief Administrative Officer,Partner	Monterey, US	RE
Associate Advisor	Monterey, US	RE

Showing 5 of 12 known decision makers Integris Wealth Management

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