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Integris Wealth Management

  • Financial Services & Financial Advisors
435 Washington St, Ste A
Monterey, CA 93940
(831) 333-1717
Hours:
Monday - Friday from 9 a.m. - 5 p.m.

About Us

Guided by its Mission “be the firm we would hire for ourselves,” Integris provides wealth management services on a fee-only, fiduciary basis to individuals, families, trusts, for-profit corporations,… read more

  • About

    Guided by its Mission “be the firm we would hire for ourselves,” Integris provides wealth management services on a fee-only, fiduciary basis to individuals, families, trusts, for-profit corporations, and nonprofit organizations.

  • Highlights

    • Financial Planning
    • Investment Management