Integris Insights
Uncommon sense.
Spring into Growth: Why Diversification Matters for Your Portfolio
Apr 2025As a financial advisor, I am often asked how to make smart investment choices, especially during times of market uncertainty. With the winter months bringing market volatility, many investors may feel nervous about their portfolios this spring. The…
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Mike Leavy Achieves the Certified Exit Planning Advisor® Certification
Apr 2025Integris Wealth Management is pleased to announce that Mike Leavy has been awarded the CEPA® certification. In his current role as Chief Investment Officer, Advisor, and Partner, Mike delivers custom investment and financial planning advice to our clients….
Team Spotlight: Mike Leavy
Apr 2025We hope you enjoy getting to know Integris Team Member Mike Leavy a bit more from a recent sit down we had with him. During the day, Mike is an Advisor, our Chief Investment Officer and a Partner…
A Blueprint for Non-profit Organization Investment Portfolios
Apr 2025
Tips for the 2025 Tax Filing Season
Feb 2025
Love and Money: Financial Planning for Couples
Feb 2025
Katherine Woolever Achieves the CFP® Certification
Feb 2025
Webinar: Trump 2.0 and Post Election Considerations
Feb 2025
How Do Claims Affect Your Homeowner’s Insurance?
Jan 2025
Protect Yourself from Tax Identity Theft
Jan 2025