Integris Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Integris Wealth Management operates in the financial services sector, offering fiduciary guidance grounded in a strict, fee-only model. Based in Monterey, California, the firm emphasizes fully independent advice by avoiding financial product affiliations and commissions, directing clients toward the best available options. Its team-based approach leverages multiple perspectives to manage clients’ financial affairs, aiming to support both new and seasoned investors seeking prudent, risk-conscious guidance. The company positions itself as a trusted ally that upholds high ethical standards in every decision, with no reliance on commissions or kickbacks. While the firm’s exact size is not specified beyond a general regional context, it serves a client base within the advisory space that values fiduciary responsibility and unbiased recommendations. A recent development noted in its description is the adoption of a collaborative, team-driven process to enhance decision-making for clients.

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