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5 Ways to Work Effectively With Your Tax Preparer

Most major life events will come with tax implications. While people often rely on their accountant’s expertise for preparing and filing their tax returns, working more collaboratively with your tax professional can often maximize your tax savings. Here…

Partnership Announcement

Integris Wealth Management is pleased to announce that Jenna Reynolds has been made a Partner of the firm, effective January 1st. Jenna has consistently demonstrated leadership and initiative in her work since she joined Integris in 2018, and…

Financial Milestones

We reach many milestones throughout life. Some are celebratory in nature such as being able to drive at 16, vote at 18, have your first (legal!) drink at 21, or reaching momentous birthdays such as 50, 75 or…

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