If you are a Non-Profit, You Need to Know UPMIFA
Promotion Announcement
Jul 2025Integris Wealth Management is pleased to announce that Tanya Stanberry has been promoted from Client Service Associate to Sr. Client Service Associate. Tanya has consistently demonstrated leadership and initiative in her work since she joined Integris in 2022….
Stay in-the-know
Sign up for the Integris newsletter today, and be the first to know about all things investing, financial planning, and more.
Why the Default Retirement Plan for the Self-Employed Should Be the Solo 401(k)
Jul 2025Calling All Solo-preneurs: Solo 401(k)s Deserve Your Attention! Hey there, savvy small business owners and fearless freelancers! As a financial planner, I’m here to talk about something crucial for your future: retirement. We all envision those golden years,…
Webinar: Economic and Market Outlook
Jul 2025Wondering what is ahead for the market and economy? Tune in for a breakdown of Vanguard’s Economic Outlook—a thoughtful analysis of global and U.S. economic trends that balances resilience with emerging risks. Discover how Vanguard’s insights can help…
Integris Welcomes New Team Member: Julie Roth
Jul 2025
Building Business Value with Purpose
Jul 2025
Promotion Announcement
May 2025
Integris Opens Salinas Office
May 2025
Spring into Growth: Why Diversification Matters for Your Portfolio
Apr 2025
Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
Team Spotlight: Mike Leavy
Apr 2025
