Inside Integris
Inside Integris
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,…
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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….
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2025 CSUMB Accounting Networking Event
Oct 2025
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Integris Welcomes Robert Hood
Sep 2025
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Integris Welcomes Amanda Shugart
Sep 2025
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Team Spotlight: Erik Larsen
Sep 2025
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Promotion Announcement
Aug 2025
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Promotion Announcement
Jul 2025
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Integris Welcomes New Team Member: Julie Roth
Jul 2025
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Promotion Announcement
May 2025
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Integris Opens Salinas Office
May 2025
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Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
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Team Spotlight: Mike Leavy
Apr 2025
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Katherine Woolever Achieves the CFP® Certification
Feb 2025
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Integris Welcomes New Team Members
Nov 2024
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Establishing the Integris Scholarship
Nov 2024
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2024 CSUMB Accounting Networking Event
Oct 2024
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Integris Appreciation Event Recap
Jul 2024
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Team Spotlight: Kevin Mahoney
Jul 2024
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Welcome Erik Larsen
Jul 2024
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Partnership Announcement
Jan 2024
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National Philanthropy Day 2023
Nov 2023
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Team Spotlight: Tanya Stanberry
Nov 2023
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2023 CSUMB Accounting Networking Event
Oct 2023
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Team Spotlight: Jessica Cutler
Jun 2023
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Integris Welcomes New Team Member: Liz Gibson
May 2023
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Promotion Announcement
Apr 2023
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Integris Wealth Makes WealthManagement.com’s RIA Edge 100 List
Apr 2023
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Team Spotlight: Michelle Arroyo
Nov 2022
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Celebrating National Philanthropy Day
Nov 2022
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Promotion Announcement
Oct 2022
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Celebrating 25 Years of Integris
Sep 2022
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Sharing Career Advice at CSUMB
Sep 2022
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Promotion Announcement
Sep 2022
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Integris Welcomes New Team Members
Jul 2022
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Follow Us on Social!
Jun 2022
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Team Spotlight: Alex Black
Jun 2022
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Integris Cheers on MBFC
May 2022
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Team Spotlight: Katherine Woolever
Mar 2022
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Integris Wealth Management Announces Partnership with Monterey Bay Football Club
Dec 2021
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Team Spotlight: Jenna Reynolds
Dec 2021
Inside Integris
