What Is Financial Planning?
Alex Black obtains the TPCP® certification
Apr 2026Integris Wealth Management is pleased to announce that Alex Black, CFP®, has earned the Tax Planning Certified Professional (TPCP®) designation from The American College of Financial Services. As an Advisor, Alex provides tailored investment and financial planning guidance…
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.
Savings Tips for College Students
Mar 2026With rising tuition costs and insufficient financial aid, many college students are forced to pay out of pocket while pursuing their education. For many first-time college students, managing money independently can feel overwhelming. Tuition payments, student loans, and everyday expenses like groceries, school supplies, and even the occasional coffee run can…
Webinar Recap: Avoiding Financial Fraud
Mar 2026Dear Friends of Integris, Thank you to everyone who joined our recent webinar on Avoiding Financial Fraud. It was an engaging and eye-opening session led by wonderful speaker, Vernesa (Nes) Harper, Senior Manager on Schwab’s Advisor Services Fraud Prevention Team. Nes shared…
The Buzz about Ethical Wills
Mar 2026
Webinar: Avoiding Financial Fraud
Mar 2026
Team Spotlight: Kay Oh
Mar 2026
Quarterly Market Commentary – Q4 2025
Feb 2026
Understanding ABLE accounts in California
Feb 2026
Meet the 2025-2026 Integris Scholarship Recipients
Jan 2026
Ode to the Penny: A Tiny Coin with a Big Legacy
Jan 2026
