Count on Integris to be your trusted ally. 

You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business.

Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. 

Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

Integris Wealth Management

Michael Leavy

This department manages the processes and services related to investment management, ensuring efficient operations and support.

Investment Operations

This department provides insights and strategic guidance to support decision-making and enhance organizational performance.

Analysis and Advisory

This department focuses on providing personalized financial planning services to clients.

Financial Planning

This department focuses on establishing and maintaining strategic relationships with external partners to drive collaboration and business growth.

Integris Wealth Management

Org chart

Teams

Investment Operations

Analysis and Advisory

Financial Planning

Partnership Management

Offices

Integris Wealth Management

Org chart

Teams

Investment Operations

Analysis and Advisory

Financial Planning

Partnership Management

Offices

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