Integris Wealth Management   Schwab client login
About UsServicesResourcesContact Us
 
 

About Integris
In 1995 Integris founder Gifford Lehman had been working as an institutional investment professional in New York since 1977.  Giff and his wife Pam were going through their annual process of formally reviewing their finances, and consulting with their “team” of advisors – attorney, insurance agent, and accountant – to reconcile and integrate their financial life. 

Giff found the process frustrating because his team was not really a team.  Each advisor was an expert in his or her field, but no one was coordinating the process.  Even for Giff, a seasoned investment professional, creating coherency from the input of all these individual experts was a struggle.

It seemed that this should not be so difficult, so Giff and Pam sat down and outlined what they needed to give them confidence in their financial affairs.  They needed:

  • objective advice
  • that integrated all aspects of their financial life into a coherent whole
  • from someone who could explain the issues clearly
  • and who would take into consideration not only their money, but who they were and what was important to them and their family. 

Giff realized that if he and Pam were having this issue, other people who did not have his investment expertise would be in even greater need.  Sensing an opportunity, he resolved to start the kind of firm that he and Pam would want to hire for themselves. 

And thus Integris was born in 1997, with the guiding principal being the thoughtful and comprehensive integration of our clients’ financial lives with their goals and values – the kind of firm that we would want to hire for ourselves.  Core to making this a reality are the below attributes.

Objective Advice
As a fiduciary we are legally required to act in our clients' best interest, unlike most of the industry.  This along with our fee-only compensation and independence provide you with the confidence that our advice is objective.  

Quality Advice
Our experience, education and professional credentials are a testament to our ability and commitment to provide you with quality advice.

Comprehensive Advice
Our goal is to provide you with an integrated financial plan that includes all the major aspects of your financial life. Due to our comprehensive approach, our services are best suited for those with close to or greater than $1 million in investable assets.

Team Approach
We operate as a team, so you are hiring the entire firm, not just a single advisor.  Additionally, we work with you, your attorney, and your tax and insurance professionals as partners with common goals - your goals.

Forward this page to a friend

 

 


Gifford Lehman
Read More


Michael Leavy
Read More


Kevin Mahoney
Read More


Allison Mosher
Read More


Fran Mosher
Read More

 

 

Providing financial planning and investment management services for Carmel, Carmel Valley, Monterey, Pebble Beach,

Pacific Grove, Salinas, Big Sur and the Central Coast

of California.