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Webinar: Key Tax Changes in the OBBBA

The most sweeping tax bill to have passed in years is here! The One Big Beautiful Bill Act brings major tax changes that will reshape your financial decisions for 2025 and beyond. Topics covered in this webinar will…

Promotion Announcement

Integris Wealth Management is pleased to announce that Michelle Arroyo has been promoted to Sr. Office Manager. Michelle has had an exceptional aptitude for problem solving, event planning, and attention to detail since she joined Integris in 2022….

2025 CSUMB Accounting Networking Event

Alex Black (Advisor), Cynthia Guerrero (Paraplanner), and Robert Hood (Paraplanner) recently attended the 2025 CSUMB Accounting networking event to speak with local students exploring career opportunities in accounting and finance. Approximately 130 students from CSUMB, Hartnell College, Monterey…

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