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 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 7
| |
Colorado Springs, CO
| 17
| |
Colorado Springs, CO
| 17
| |
Colorado Springs, CO
| 10
|
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