Intergy Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$598,252,996
Clients
580
Advisors
4
of 8 employees
About
Intergy Private Wealth is an advisory firm that manages roughly $602.6 million for a mix of individual and high‑net‑worth clients, as well as trusts, retirement plans, and business entities. Its services include discretionary portfolio management, access to third‑party managed accounts, financial planning and consulting, and retirement plan consulting along with specialized work such as corporate structure, real estate analysis, and cost segregation studies.
The firm constructs tailored portfolios across equities, fixed income, alternatives and ESG strategies and monitors accounts on an ongoing basis, rebalancing to maintain target duration and asset allocation. It supplements in‑house management with due diligence on third‑party managers and uses the Dynasty TAMP for manager access and an order management system (Pontera) to implement strategies in held‑away accounts like 401(k)s and HSAs.
Distinctive features include a relatively large asset base managed by a small advisory team and an explicit reliance on platform relationships to support operations and manager access; the firm discloses arrangements with Dynasty, Pontera, and Schwab that provide operational support and create potential conflicts of interest. Representatives are also licensed to offer insurance products, and the firm documents ERISA fiduciary responsibilities for retirement plan consulting, both of which are noted in its disclosures.
Client services
Expertise
Fee options
Financial planning and consulting flat fees up to $100,000; retirement plan consulting flat fees up to $100,000.
Maximum annual fee not to exceed 1.25%, negotiable depending on client circumstances and account type
Maximum $500 per hour for financial planning and consulting; maximum $500 per hour for retirement plan consulting.
Financial planning and consulting annual recurring fees up to $100,000.
Main office
13 S. Tejon St., Suite 400
Colorado Springs CO 80903
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Kansas · Kentucky · Louisiana · Maryland · Nebraska · New Hampshire · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington
Also doing business as
Intergy Private Wealth · Intergy Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark P
CFP®, Series 63, Series 66
Colorado Springs, CO
Intergy Private Wealth, LLC
Mark Perrault is a CFP® professional with 16 years of industry experience. He is currently with Intergy Private Wealth, LLC and has previously worked at Northwestern Mutual in various roles from 2009 to 2021. Perrault serves on the investment committee of Discover Goodwill, a nonprofit organization in Colorado Springs. Intergy Private Wealth advises individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm integrates in-house portfolio construction with third-party managers through Dynasty Financial Partners’ platform and employs multiple analytical approaches for investment management.
Geoffrey S
CFP®, Series 63
Colorado Springs, CO
Intergy Private Wealth, LLC
Geoffrey Schaefer is a CFP® professional with 10 years of industry experience. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent five years at Northwestern Mutual in various roles. Intergy Private Wealth serves individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and employs a range of analytical approaches, managing assets across multiple account types.
Cole A
Series 63, Series 65
Colorado Springs, CO
Intergy Private Wealth, LLC
Cole Anderson is a financial advisor with Intergy Private Wealth, LLC in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Kestra Advisory Services, Collins Wealth Management, and Charles Schwab, among others. Intergy Private Wealth manages approximately $602.6 million for a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, creating tailored portfolios and utilizing third-party managers alongside in-house strategies.
Charles D
CFP®, Series 66
Colorado Springs, CO
Intergy Private Wealth, LLC
Charles Dunn is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent over a decade at Northwestern Mutual in various capacities including wealth management and investment management. Intergy Private Wealth advises individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and utilizes multiple analytical approaches alongside technology tools to manage a broad range of client assets.
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