What Is Financial Planning?
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…
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Integris Welcomes New Team Member: Julie Roth
Jul 2025Julie joins us as an Advisor. She will be responsible for delivering custom investment and financial planning advice to our clients. Julie spent 20 years of service in the U.S. Air Force and retired as a lieutenant colonel…
Building Business Value with Purpose
Jul 2025How to Align Growth with Exit Readiness for Stronger Outcomes For most business owners, the company they built is more than a source of income. It reflects years of effort, vision, and values, and often serves as a…
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
A Blueprint for Non-profit Organization Investment Portfolios
Apr 2025
Tips for the 2025 Tax Filing Season
Feb 2025
