Integris Wealth Partners - Home

 

As the COVID-19 situation continues to evolve, Integris Wealth Partners' priority is to do our part to ensure the health and welfare of our staff, our clients, and our community. As you are likely aware, government authorities are asking businesses to do all they can to help limit the spread of the Coronavirus. 

 

Effective Monday, March 23rd, Integris Wealth Partners will be operating primarily in a remote working environment but will continue our full business operation.

 

IWP’s practice of utilizing technology provides our team with the ability to continue to effectively service clients and continue our full business operation with the following minor adjustments.

 

Client Meetings

IWP offices are closed to visitors until further notice. In-person meetings will be rescheduled with conference calls, or other electronic communication tools. If you need to reschedule a meeting, please contact us at (804) 378-1500. 

 

Deposits

Please contact our office if you would like to contribute to your account. On most accounts, we have the ability to electronically transfer funds directly from your bank account. If we do not have the bank account linked, please call our office and we will coordinate receipt of the funds.

 

Documents

Please submit documents to us electronically. If you need any assistance in delivering documents to us electronically, please reach out to our office for assistance. If you need to mail documents to us, please call us to coordinate.

 

Here to Help

We continue to work hard behind the scenes to monitor this unfolding situation and recommend actions as appropriate. We will continue to keep you informed of any changes that may impact you. Your financial well-being is our number one objective. If you have any questions or concerns, please do not hesitate to contact us at (804) 378-1500. We are here to help. Thank you for your continued trust and confidence.

 

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Welcome to Integris Wealth Partners

We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection. We draw upon more than 80 years of cumulative experience to help achieve and preserve your financial goals.

As a client, this site can be used as a tool to access your account, schedule appointments, get up-to-date information about the stock markets, and view valuable resources that can help empower you to become a more knowledgeable investor.

As a new client, please use this site to become more acquainted with our firm.  We have established this site as a way for you to get to know us and understand how we can work to benefit you.

We appreciate your interest in Integris Wealth Partners and sincerely look forward to serving you.