Integris Wealth Management of Monterey Park

Integris Wealth Management is a wealth management firm in Monterey, California, serving individuals, families, business owners, and non-profits with personalized financial planning and investment management. Based at 435 Washington St Suite A, the firm operates as a fee-only fiduciary, meaning it does not accept commissions or kickbacks and has no financial product affiliations. Its services focus on creating integrated financial strategies that evolve with clients’ lives, emphasizing clarity, ethical standards, and a deep understanding of personal values and goals. The firm is rooted in Monterey County and has served clients in the region since its founding in 1997.

Integris was founded by Gifford Lehman, a former institutional investment professional, after he and his wife experienced the disconnect among their various financial advisors. Seeking a more cohesive and client-centered approach, they designed a firm that would integrate all aspects of financial life, tax, legal, insurance, and investments, into a unified plan. The firm’s core values, Care for Clients, Do the Right Thing, and Collaborate, guide every decision. It employs a team-based model where multiple advisors contribute expertise, ensuring thoroughness and diverse perspectives. The team includes certified financial planners and professionals with extensive experience, all committed to transparency and long-term client relationships.

Integris Wealth Management is recognized for its strong online presence, with a website that search engines read clearly and efficiently. This visibility supports its ability to reach clients through AI-powered search and local digital discovery. The firm’s consistent branding and accessible content reinforce its credibility and reliability.

As a locally owned firm in Monterey, Integris Wealth Management stands out for its commitment to integrity, personalized service, and holistic financial planning, offering residents a trusted partner in building lasting financial security.