Integris Wealth Management of Seaside

Integris Wealth Management of Seaside is a wealth management firm in Seaside, California, serving individuals, families, business owners, and non-profits with personalized financial planning and investment management. The firm specializes in creating tailored strategies that evolve with clients’ lives, emphasizing holistic financial integration and long-term relationship-building. Founded in 1997 with a mission to be the firm they would hire for themselves, Integris operates as a 100% fee-only fiduciary, ensuring no commissions, kickbacks, or product affiliations influence advice. The team-based approach leverages diverse expertise to provide comprehensive, coordinated guidance, integrating input from clients’ CPAs, attorneys, and other trusted advisors. With a 5.00 rating, the firm is recognized for its integrity, client-centered values, and commitment to doing the right thing.

Integris was born from a personal frustration experienced by its founder, Gifford Lehman, who, despite being a seasoned investment professional, found his own financial advisors working in isolation. This led to the creation of a firm designed to unify financial planning across all aspects of a client’s life, money, values, and personal goals. The firm’s core values, Care for Clients, Do the Right Thing, and Collaborate, guide every decision. Advisors at Integris, including certified professionals like Alex Black, CFP®, TPCP®, focus on understanding clients as people first, ensuring financial plans reflect both aspirations and life priorities. Their process is deliberate and thorough, built on empathy, trust, and a deep commitment to transparency.

The firm is located at 435 Washington St Suite A in Seaside, California, situated on Washington Street. While no specific nearby landmarks are listed, the address places it within the heart of Seaside’s commercial district, accessible to residents and visitors throughout Monterey County.

Integris Wealth Management stands out for its unwavering fiduciary standard, independent structure, and long-standing reputation for ethical, client-focused service. Its well-documented presence online and clean, accessible website reflect a firm that prioritizes clarity and trust. With decades of experience and a proven model of collaborative, values-driven advisory work, Integris remains a trusted partner in financial planning for the Monterey County community.

In Seaside, Integris Wealth Management is known for turning complex financial decisions into clear, personalized paths, anchored not in products, but in people.