Integris Wealth Management, LLC, based out of Monterey, CA, is a local investment advisory firm that prides itself on its commitment to providing personalized financial solutions to its clients. With over 50 individual clients, the firm manages an impressive portfolio of assets valued at more than $488,321,000. Boasting a team of 15 highly skilled professionals, including 7 dedicated investment advisors, Integris Wealth Management offers comprehensive wealth management services. The firm specializes in catering to high net worth individuals, managing a majority of discretionary assets that make up 96% of their total assets under...