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 10 employees
About
Intergy Private Wealth provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, retirement plans, and business clients. The firm delivers portfolio management, standalone financial planning and consulting, and retirement plan consulting, and also facilitates access to third‑party managers and separately managed account programs.
The firm constructs individualized portfolios and conducts ongoing monitoring and rebalancing, using a range of analytical approaches (fundamental, quantitative, technical and sector analysis) and strategies that include asset allocation, fixed‑income duration management, ESG criteria, alternatives, REITs and structured products. It commonly implements client advice through third‑party managers and a model/TAMP platform and can manage assets held away from the firm using an order‑management system.
What is distinctive is the firm’s scale relative to staff: it manages over $500 million in client assets while operating with a compact advisory team, and it relies on a network TAMP (and related operational services) plus held‑away account tools to broaden implementation options. The brochure also discloses a wider scope of planning work (corporate and tax planning, cost segregation), that representatives are licensed to sell insurance, and platform/custodial arrangements and transition assistance that create conflicts of interest which the firm says it discloses and manages.
Client services
Expertise
Fee options
Up to $100,000 for financial planning; up to $100,000 annual flat fees for retirement plan consulting
Up to 1.25% annually
Up to $500 per hour
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® with 17 years of industry experience, currently serving as an advisor at Intergy Private Wealth, LLC since 2021. He previously worked with various Northwestern Mutual entities from 2009 to 2021. Perrault serves on the investment committee for the nonprofit Discover Goodwill. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing over $500 million in client assets with a small advisory team. The firm uses a variety of analytical approaches and strategies, including ESG criteria and alternatives, often implementing advice through third-party managers and a model/TAMP platform.
Geoffrey S
CFP®, Series 63
Colorado Springs, CO
Intergy Private Wealth, LLC
Geoffrey Schaefer is a CFP® with 10 years of industry experience, currently serving at Intergy Private Wealth, LLC since 2021. Prior to that, he spent five years at Northwestern Mutual in various capacities, including wealth management, investment services, and life insurance. He is also a licensed insurance agent. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages over $500 million in client assets using a variety of analytical approaches and offers access to third-party managers and separately managed account programs.
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, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Kestra Advisory Services, LLC, Collins Wealth Management, Inc., and Charles Schwab. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm uses a variety of analytical approaches and strategies to construct individualized portfolios, leveraging third-party managers and technology platforms to manage over $500 million in client assets with a compact advisory team.
Charles D
CFP®, Series 66
Colorado Springs, CO
Intergy Private Wealth, LLC
Charles Dunn is a CFP® professional with 17 years of industry experience, currently working at Intergy Private Wealth, LLC since 2021. He previously held positions at Northwestern Mutual in various capacities from 2009 through 2021. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business clients, offering portfolio management and consulting with access to third-party managers and separately managed account programs. The firm employs various analytical approaches and strategies to construct and manage individualized portfolios while leveraging a compact advisory team to manage over $500 million in client assets.
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