Intergy Private Wealth
@IntergyWealthIntergy Private Wealth is an independent wealth management firm working with successful individuals, families and foundations.
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In a recent @InvestmentNews article, Geoffrey highlights the value of long-term investing over trying to time the market. With interest rates expected to decline he advises limiting cash holdings & reallocating funds strategically. Read the full article: bit.ly/3CF8d8E
On Veterans Day, we proudly honor those who have served our country, including our own team members Mark Perrault (@usairforce) and Geoffrey Schaefer (@USArmy). Their bravery and dedication inspire us all. Thank you to all veterans for your service and sacrifice!
As Cybersecurity Awareness Month wraps up, we encourage you to prioritize online security year-round. Following these practices is key to enhancing your overall online safety. Learn more: bit.ly/3C4uVa1
Congratulations to our amazing Operations Specialist, Jacqueline Vance, on her recent wedding! We’re so excited for you and wish you all the best as you begin this wonderful new chapter. Here’s to a lifetime of happiness and love!
As interest rates fall, holding cash in CDs and money markets may no longer beat inflation. Geoffrey Schaefer, CFP®, recommends shifting excess cash into longer-term investments like bonds or stocks for better growth potential. Learn more here: bit.ly/4eE3ToE
We're thrilled to celebrate our 3rd anniversary! Over the past three years, we’ve had the privilege of helping our clients navigate their financial journeys with confidence and care. Here’s to many more years of partnership, growth, and shared success!
In a recent @investmentnews feature, Geoffrey Schaefer explains how one of the tech tools they utilize, Canvas, is enhancing tax-efficient direct indexing & real-time portfolio customization. Read the full article: bit.ly/3TBhNPU
Curious about the new flexibility of 529 accounts? Recent changes make it easier to roll over funds into a Roth IRA, offering more options for your education savings. Discover how it could benefit your financial plan. Read the full article on our website: bit.ly/3Z0AKPa
Mark Perrault, President & Managing Partner, shares his insights on market volatility & economic outlook in this election year. Stay ahead of the curve with his analysis on earnings growth, rate cuts, & smart investment strategies. Click here to read more: bit.ly/4dEtsoG
We're thrilled to share Mark Perrault was named 1,000 Advisors to Watch 2024 by AdvisorHub! This award reflects back on our commitment to in-depth planning w/ a genuine focus on our clients as individuals. Congrats, Mark! Click here to see the full list: advisorhub.com/resources/rank…
To all the incredible fathers, Happy Father's Day. Your dedication and wisdom are deeply valued.
Geoffrey Schaefer was recently featured in InvestmentNews sharing insight into how advisors are navigating the bull market as it continues. To read more, click here: bit.ly/4c0eicp
On this Memorial Day, we remember and give thanks for the heroes who laid down their lives for our country. Your sacrifice will never be forgotten.
The Intergy team recently took part in a team-building event in Colorado Springs, where we learned to make pasta from Chef Brother Luck. This experience was a great way to build our culinary skills, enjoy some pasta, and enhance our teamwork!
Happy Mother’s Day to the extraordinary women who teach us, guide us, and inspire us. From our Intergy family, we send warm wishes to all the incredible moms who make the world a better place.
Have you considered the 83(b) election for your stock compensation? This tax strategy allows you to pay taxes upfront on the total fair market value of the restricted stock at the time of granting rather than the time of vesting. Read more here: bit.ly/3WoDIM5
Have you considered paying off your mortgage early? If this is a question you've asked yourself and didn't know where to stand on the matter, check out this article written by Geoffrey Schaefer, CFP®: bit.ly/3Qg117g #FinancialLiteracyMonth
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Who to follow
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Cyndeo Wealth Partners
@cyndeowp -
Amplius Wealth Advisors
@AmpliusWealth -
High Note Wealth
@HighNoteWealth -
Americana Partners
@americanaprtnrs -
Nordwand Capital
@NordwandCapital -
Centerline Wealth
@CenterlineWA -
Michael Leverty
@MikeLeverty -
Louis Diamond
@LouisDiamondDC -
FCF Advisors
@FCFadvisors -
Matthew J. Ardrey
@MattArdreyCFP -
KB
@Kjbraden
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