A complete list of active advisors currently associated with Intergy Private Wealth, LLC

Warmer can help you find a great advisor at Intergy Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Intergy Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.