Frisone Management

Permanently closed
409 Washington St Ste 201
Monterey, CA 93940

Integris Wealth Management, founded in 1997, is dedicated to transforming the wealth management industry by prioritizing ethical practices and client care. Operating as a fee-only fiduciary, the firm emphasizes a team-based approach that aligns client priorities with the highest standards of financial stewardship.

With a commitment to collaboration and comprehensive financial planning, Integris integrates advice from various trusted advisors to craft tailored solutions for individuals, families, businesses, and non-profits. Their diligent focus on building long-term relationships ensures that clients receive the peace of mind necessary for effective financial management.

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