Integris Wealth Management
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.
7-day free trial · no credit card
Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
135
organic / mo
Sign up free to see all 16 verified contacts at Integris Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- JR
Jenna Reynolds
Director of Operations - Partner · Operations
EmailPhone - AB
Alex Black
Financial Advisor · Finance & Accounting
EmailPhone - EL
Erik Larsen
Client Service - Investment Associate · Finance & Accounting
EmailPhone - AB
Allison Barrientos
Partner · General Business & Management
EmailPhone - EG
Elizabeth Gibson
&, · Other
EmailPhone - JC
Jessica Cutler
Senior Investment Associate · Finance & Accounting
EmailPhone - CG
Cynthia Guerrero
Paraplanner · Finance & Accounting
EmailPhone - JO
Julie Olson Roth
Advisor · Finance & Accounting
EmailPhone - KW
Katherine Woolever
Associate Advisor · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Integris Wealth Management
11 distinct titles indexed · top 10 shown.
- 3partner
- 2advisor
- 2paraplanner
- 1&,
- 1associate advisor
- 1client service - investment associate
- 1client service associate
- 1client services associate
- 1director of operations - partner
- 1financial advisor
- +1more titles
Sign up to unlock all 16 contacts at Integris Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 16 verified contacts at Integris Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.