Intergy Private Wealth
Financial Services, 13 S Tejon St, Springs, Colorado, 80903, United States, 1-10 Employees
Phone Number: +17*********
Who is INTERGY PRIVATE WEALTH
Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP, RICP, MBA, and Charlie Dunn, CFP, RICP, whose partnership began formally in 2016. At the launch of our firm, Mark and Cha...
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Headquarters: 13 S Tejon St, Colorado Springs, Colorado, 80903, United States
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Date Founded: 2021
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Intergy Private Wealth
Answer: Intergy Private Wealth's headquarters are located at 13 S Tejon St, Springs, Colorado, 80903, United States
Answer: Intergy Private Wealth's phone number is +17*********
Answer: Intergy Private Wealth's official website is https://intergywealth.com
Answer: Intergy Private Wealth's revenue is $1 Million to $5 Million
Answer: Intergy Private Wealth's SIC: 6282
Answer: Intergy Private Wealth's NAICS: 523940
Answer: Intergy Private Wealth has 1-10 employees
Answer: Intergy Private Wealth is in Financial Services
Answer: Intergy Private Wealth contact info: Phone number: +17********* Website: https://intergywealth.com
Answer: Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP, RICP, MBA, and Charlie Dunn, CFP, RICP, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie were joined by a third advisor, Geoffrey Thomas Schaefer, CFP, and five experienced professionals. Together, our advisors have over 30 years of experience in financial planning, and our client service/support team have more than 50 years of experience. Along with our intuition of our experience and acumen, we provide the energy and enthusiasm of our youth. With careers of 20-to-30 years still ahead of us, we intend to grow alongside our clients, nurturing their relationships as we help them prepare for retirement, business succession, and wealth transfer to the next generation. Our clients include business owners, physicians, technology professionals, family foundations, as well as retirees. A common thread among all our clients is their desire to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. The advice we offer is objective, and we support our actions with transparency and accountability. We achieve this through our independence and employee-ownership. And although we are independent, we are not alone. Intergy Private Wealth is part of the Dynasty Financial Partners network, which provides us access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center robust resources we employ to benefit our clients.
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