Intergy Private Wealth

Intergy Private Wealth

Intergy Private Wealth was founded in 2016 and operates from Colorado Springs. The firm structured itself as a fee-based registered investment advisor, not a brokerage, meaning it earns from advisory fees rather than commissions — a posture that aligns its incentives with ongoing client outcomes. Its client base spans individuals, high-net-worth households, and small-to-midsize businesses. The firm delivers a consolidated wealth management model. Its service stack includes discretionary portfolio management, comprehensive financial planning, and consulting engagements. That mix is designed to capture assets from tax-sensitive clients — business owners and professionals who encounter a planning trigger (a liquidity event, a partnership restructuring, a retirement transition) and need both investment implementation and forward-looking tax coordination. The firm's geographic reach is domestic US, concentrated in the Mountain West region but serving clients across multiple states via remote delivery. Intergy Private Wealth remains small by national RIA standards, with public regulatory filings indicating a lean team operating from a single Colorado Springs office. The firm has not disclosed total assets under management or a named roster of investment principals beyond its registration filings. No separate philanthropic vehicle, real-asset arm, or external co-investment club has been identified as part of its structure. The firm's architecture as an RIA places it under fiduciary obligation to clients, a regulatory differentiator from broker-dealer wealth managers. Its distribution strategy — partnering with accounting professionals — is uncommon. Most RIAs build in-house referral networks; Intergy appears to embed its offering where complex tax situations first surface, creating a sourcing pipeline that starts with a CPA conversation and ends with a managed portfolio.