Integris Wealth Management

Teresa J.W. Bailey, the firm's founder and President, leads the advisory and investment decision-making process. She built the firm in 1993 from a CPA background rather than a brokerage tradition. The firm operates with a lean team structure where senior advisors carry their own client relationships and tailor portfolios individually rather than through a centralized model portfolio suite.

The firm specializes in managing low-basis stock positions — a common need for Monterey Peninsula clients who hold long-term equity from early-stage technology exits or legacy agricultural and real estate holdings. Integris structures hedging, diversification, and charitable contribution strategies to mitigate single-stock risk without triggering unnecessary tax events. The tax-first sequencing of these strategies is central to its investment process.

No. Integris has remained independently owned since its 1993 founding. It does not have private equity backing, a trust-company charter, or a broker-dealer affiliation. This differs from many Monterey County advisory practices that sold to national consolidators or bank wealth-management divisions over the past decade.

Yes. The firm provides trust administration, multi-generational wealth transfer planning, philanthropic advisory, and tax preparation coordination — functioning as a quasi-family office for clients who do not maintain a standalone family office. It does not, however, manage household staff, real estate operations, or bill-pay services characteristic of full single-family offices.

Integris constructs portfolios using direct individual securities and third-party investment managers rather than a proprietary in-house fund lineup. The firm selects managers and individual positions based on each client's tax situation, liquidity needs, and existing holdings, avoiding one-size-fits-all model portfolios.

The firm serves high-net-worth families, many of whom derived their wealth from real estate, agriculture, or technology on California's Central Coast. Client relationships often span decades and multiple generations, with a focus on complex trust and estate structures common among Monterey Peninsula families.

Integris advises clients on charitable giving strategies including donor-advised funds, private foundation rules, and stock gifting of appreciated securities. The firm structures gifts to maximize the tax benefit relative to each client's income and estate profile, integrating philanthropy into the broader financial plan rather than treating it as a discrete year-end exercise.