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.

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.