Integris Wealth Management is thrilled to celebrate our 25th anniversary this year. From providing financial peace of mind for families, to championing small business owners, to empowering non-profits, Integris is grateful for the opportunity to have served and continue serving both the local Monterey County community and our clients all over the country.
In commemoration of our 25-year milestone, Integris hosted a celebration at The Barns at Cooper Molera on September 8, 2022. The night was bustling with over 125 familiar faces sampling hors d’oeuvres in the oak tree garden, enjoying cocktails in the historic barn, and socializing amongst the backdrop of live music by a local youth jazz quintet.
Integris partners Mike Leavy, Kevin Mahoney, and Allison Barrientos offered reflections on the firm’s history, the mission, the challenges, the growth, and thanked clients for being the inspiration behind Integris’ mission to ”be the firm we would hire for ourselves” and the entire staff for bringing that mission to life.
“As we’ve grown, we’ve had to thoughtfully add processes, infrastructure, policies, and so forth to make sure that we are serving our clients with the same high caliber service as we grow,” said Mike, “I am proud to know that over time, since those humble one-person shop beginnings, we’ve really come a long way without losing the personal touch and without sacrificing the close, personal relationships with our clients.”
After introducing each Integris staff member, the celebration rounded out with a champagne toast and gift boxes containing special goodies from local small businesses, Carmel Honey Company and Happy Girl Kitchen.
Thank you to our clients, friends, and colleagues for being with us over the past 25 years. We are honored that you continue to entrust us with being your, your clients, or your loved ones financial thought partner.
Integris Wealth Management