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Integris has moved to 435 Washington St. Ste. A, Monterey, CA.

Integris is open, however if you are not vaccinated, please wear a mask and notify us so that we can do the same.

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Count on Integris to be your trusted ally.

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Our mission is to “be the firm we would hire for ourselves.”

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:

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Care for Clients.

Care for Clients.

We take on your priorities as though they were our own.

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Do the Right Thing.

Do the Right Thing.

What is right for you is our focus.

Collaborate.

Collaborate.

We believe diversity of thought creates better solutions.

We champion livelihoods.

Here are a few reasons to choose Integris.

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We turn our values into action.

You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business.

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We are built to do the right thing.

When you choose to entrust your money with Integris, we take the responsibility to steward your assets seriously. Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs.

Meet Our Team
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You can expect an advanced partnership.

The advice you receive from your CPA, your attorney, and your other trusted advisors is integrated when we design your financial plan. This is coupled with our promise to understand and adopt what matters most to you.

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We take the time to do things right.

Your livelihood is too important to take shortcuts. Our painstakingly diligent approach, focus on building relationships, and highly experienced team allows us to deliver peace of mind for everything from the day-to-day details to mastering your financial plan.

Meet Our Team
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Discover Our Solutions

Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

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