What Is Financial Planning?
Webinar: Key Tax Changes in the OBBBA
Oct 2025The 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…
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Promotion Announcement
Oct 2025Integris 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
Oct 2025Alex 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…
Integris Welcomes Robert Hood
Sep 2025
Integris Welcomes Amanda Shugart
Sep 2025
Webinar: Avoiding Medicare Mistakes in Retirement
Sep 2025
Paying for Education Under the OBBBA
Sep 2025
Team Spotlight: Erik Larsen
Sep 2025
Charitable Giving Under the 2025 OBBBA: What Individual Taxpayers Need to Know
Aug 2025
What the OBBBA Means for Your Taxes
Aug 2025
