Description: Intergris Wealth Management is an independent, fee-only financial planning and investment management firm located in Monterey, California.
Established 1997
Until recently, the wealth management industry was fragmented, infamously unscrupulous, and generally only available to the most sophisticated investors.
Sensing an opportunity to rectify these issues, Integris was born in 1997, and to this day, remains steadfast on three core values: