Integris was founded in 1997 to provide high caliber financial planning and investment advisory services. 

We serve a select group of high-net-worth clients (net worths of $1 million and up) who want a wealth manager they can trust, that is competent, and that can provide clarity to their financial affairs. 

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.

Team Approach
Operating as a team you are hiring the entire firm, not just a single advisor.  We work with you, your attorney and tax professional as partners with common goals - your goals.

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