Integris Wealth Management of Seaside

Integris Wealth Management of Seaside is a wealth management firm in Seaside, CA, located at 435 Washington St Suite A. The firm provides financial planning and investment management services for individuals, families, business owners, and non-profits. It operates as a 100% fee-only fiduciary, meaning it does not accept commissions or kickbacks and has zero financial product affiliations. The firm’s team-based approach coordinates expertise to optimize client outcomes, integrating advice from clients' other trusted advisors, such as CPAs and attorneys, into a single, coherent financial plan.

Founded in 1997 by Gifford Lehman, the firm was established to provide objective, integrated financial advice that considers both money and personal values. The business uses a team-based approach to coordinate expertise, including the integration of advice from CPAs and attorneys into a single, coherent financial plan. The firm's professional staff includes Alex Black, CFP, TPCP.

Integris Wealth Management of Seaside has earned a 5.00 rating from its customers. The firm provides professional financial stewardship for clients throughout the Monterey County area.

BizScoreAI gives Integris Wealth Management of Seaside an On-Page score of 85 out of 100, which ensures page titles and descriptions help search engines match the site to customer searches. The firm also holds an Authority score of 75 out of 100, signaling to AI assistants and search engines that the website clearly identifies the people behind the business.