Intergy Private Wealth

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Intergy Private Wealth — overview

About

Intergy Private Wealth is a US-based wealth manager. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services include portfolio management, financial planning, investment planning, retirement planning, estate planning, charitable planning, education planning, tax planning and retirement plan consulting services to individuals, high-net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, corporations and other business types.

Intergy Private Wealth - known decision makers (5)

Position	Location	Asset Class
Chief Executive Officer, Managing Partner	Colorado Springs, US	GEN
President, Managing Partner	Colorado Springs, US	GEN
Wealth Advisor, Partner	Colorado Springs, US	GEN
Business Development Consultant	Colorado Springs, US	PEREHFPDNR
Client Relationship Associate	Colorado Springs, US	GEN

Showing 5 of 5 known decision makers Intergy Private Wealth

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