Integris Insights
Uncommon sense.
Integris Welcomes Robert Hood
Sep 2025Integris Wealth Management is delighted to have Robert Hood join us as the newest member of our Advisory team. Robert joins us in the role of Paraplanner and will be working closely with our Advisors to develop financial…
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.
Integris Welcomes Amanda Shugart
Sep 2025Integris Wealth Management is delighted to have Amanda Shugart join us as the newest member of our Operations team. Amanda joins us in the role of Office Assistant and will support the daily administrative needs of the firm,…
Webinar: Avoiding Medicare Mistakes in Retirement
Sep 2025Nearing retirement and have questions about Medicare? Watch our comprehensive conversation about the optimal time to enroll in Medicare, along with up-to-date information on the One Big Beautiful Bill Act and how it relates to Medicare coverage. We…
Paying for Education Under the OBBBA
Sep 2025
Team Spotlight: Erik Larsen
Sep 2025
Charitable Giving Under the 2025 OBBBA: What Individual Taxpayers Need to Know
Aug 2025
What the OBBBA Means for Your Taxes
Aug 2025
Promotion Announcement
Aug 2025
Promotion Announcement
Jul 2025
Why the Default Retirement Plan for the Self-Employed Should Be the Solo 401(k)
Jul 2025
