What Is Financial Planning?
Katherine Woolever Achieves the CFP® Certification
Feb 2025Integris Wealth Management is thrilled to announce that Katherine Woolever has obtained her CFP® certification. In her current role as Paraplanner, Katherine works closely with our Advisors in the preparation and analysis of financial plans for our clients….
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Webinar: Trump 2.0 and Post Election Considerations
Feb 2025After being sworn in as the 47th President of the United States, Donald J. Trump promptly issued a flurry of executive orders. With issues such as immigration, global trade relations, government spending, healthcare reform, infrastructure, energy and environmental…
How Do Claims Affect Your Homeowner’s Insurance?
Jan 2025Seasonal hazards such as big winds, wildfires, fallen trees, and torrential rain can come with hefty repair bills. Plus, there could be other unexpected challenges for homeowners who submit a property damage claim to their homeowner’s insurance. Premium…
Protect Yourself from Tax Identity Theft
Jan 2025
New Cost-of-Living Adjustments for 2025
Jan 2025
Our Relationship with Money
Dec 2024
Team Spotlight: Amy Weinberg
Nov 2024
Integris Welcomes New Team Members
Nov 2024
Establishing the Integris Scholarship
Nov 2024
The Pros and Cons of 401(k) Loans
Nov 2024