The A, B, CDs of Cash Management
Promotion Annoucement
Aug 2025Integris Wealth Management is pleased to announce that Adriana (Adri) Engelbrecht has been promoted from Office Assistant to Client Service Associate. Since joining Integris in March 2025, Adri has consistently demonstrated exceptional dedication and value to the team….
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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….
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 2025
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
