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All content on this site is for information purposes only. Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness. All information and ideas presented here should be discussed in detail with a professional advisor. The author, publisher and host are not providing legal, accounting or specific advice concerning your situation. Integris Wealth Management is a registered investment advisor with the SEC. Our Form ADV and other disclosure documents can be reviewed below.

Form ADV
Form ADV is an annual filing required by the SEC for Registered Investment Advisors that details a firm's service offering and structure. You can view our filing by clicking HERE, selecting "Firm" and typing in our firm name. 

Code of Ethics
Integris adheres to a strict Code of Ethics, a copy of which can be obtained by request.

Privacy Policy
Our policy regarding your privacy protection. Download PDF

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