Team Spotlight: Katherine Woolever
Using Your Credit Card as a Financial Tool
Oct 2025At Integris Wealth Management, we believe that financial wellness isn’t just about long-term investing; it’s also built on smart, everyday financial decisions. One of the most misunderstood financial tools in many people’s wallets is their credit card. When…
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2025 Client Appreciation Event
Oct 2025On Saturday, October 4th, 2025, Integris Wealth Management had the pleasure of welcoming clients and their guests to our Client Appreciation Event at the charming Hacienda Hay & Feed in Carmel, CA. Organized as a celebration of gratitude,…
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…
Promotion Announcement
Oct 2025
2025 CSUMB Accounting Networking Event
Oct 2025
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
