Integris Insights
Uncommon sense.
Building Business Value with Purpose
Jul 2025How to Align Growth with Exit Readiness for Stronger Outcomes For most business owners, the company they built is more than a source of income. It reflects years of effort, vision, and values, and often serves as a…
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Promotion Announcement
May 2025Integris Wealth Management is pleased to announce promotions for Katherine Woolever, CFP®, and Liz Gibson. Katherine has been promoted from Paraplanner to Associate Advisor and Liz has been promoted from Investment Associate to Senior Investment Associate. Since interning…
Integris Opens Salinas Office
May 2025Integris Wealth Management is thrilled to announce the opening of an office in downtown Salinas at 60 W. Alisal Street, Ste 105, Salinas, CA 93901. Located one block off South Main St. and across from the Salinas City…
Spring into Growth: Why Diversification Matters for Your Portfolio
Apr 2025
Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
Team Spotlight: Mike Leavy
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A Blueprint for Non-profit Organization Investment Portfolios
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Tips for the 2025 Tax Filing Season
Feb 2025
Love and Money: Financial Planning for Couples
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Katherine Woolever Achieves the CFP® Certification
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