Intergy Private Wealth, LLC

Intergy Private Wealth, LLC, located at 13 S. Tejon St, Suite 400 Colorado Springs, CO 80903, was established in 2016 as a limited liability company specializing in providing a wide array of investment advisory services. The firm is owned by Mark Perrault, Charles Dunn, and Geoffrey Schaefer. As a fiduciary, the firm is committed to acting in the best interest of its clients. Intergy offers portfolio management services tailored to individual needs, utilizing a mix of securities such as stocks, bonds, ETFs, and mutual funds. Additionally, the firm may engage third-party managers for investment portfolio implementation. For financial planning and consulting, Intergy offers services covering various financial aspects, including investment, retirement, estate, charitable, education, tax planning, and more. The firm also provides retirement plan consulting services to employer plan sponsors, assisting in establishing investment policy statements, asset allocation, investment monitoring, and participant education. Intergy's investment strategies include asset allocation, fixed income, ESG investing, and long-term and short-term purchases. The firm recommends Charles Schwab & Co., Inc. as a custodian/broker, offering a range of services and products to benefit clients. Intergy does not receive soft dollars, brokerage for client referrals, or directed brokerage compensation. The firm does not provide financial information in the brochure due to specific criteria not being met. Intergy does not accept proxy authority to vote client securities, and clients are responsible for directing proxy votes and other related decisions.