Integris Insights
Uncommon sense.
What the OBBBA Means for Your Taxes
Aug 2025The One Big Beautiful Bill Act (OBBBA) was officially signed into law on July 4, 2025, bringing a wide range of tax changes that may affect you. Many provisions are extensions of the 2017 Tax Cuts and Jobs…
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.
Promotion Annoucement
Aug 2025Integris Wealth Management is pleased to announce that Adriana (Adri) Engelbrecht has been promoted from Office Assistant to Client Service Associate. Since joining Integris in March 2025, Adri has consistently demonstrated exceptional dedication and value to the team….
Promotion Announcement
Jul 2025Integris Wealth Management is pleased to announce that Tanya Stanberry has been promoted from Client Service Associate to Sr. Client Service Associate. Tanya has consistently demonstrated leadership and initiative in her work since she joined Integris in 2022….
Why the Default Retirement Plan for the Self-Employed Should Be the Solo 401(k)
Jul 2025
Webinar: Economic and Market Outlook
Jul 2025
Integris Welcomes New Team Member: Julie Roth
Jul 2025
Building Business Value with Purpose
Jul 2025
Promotion Announcement
May 2025
Integris Opens Salinas Office
May 2025
Spring into Growth: Why Diversification Matters for Your Portfolio
Apr 2025
