Intergy Private Wealth Email Format

Financial ServicesColorado, United States2-10 Employees

Intergy Private Wealth is a financial services firm established in 2021 and based in Colorado Springs, Colorado. The company provides independent wealth management and financial planning services to a diverse client base that includes business owners, physicians, technology professionals, family foundations, and retirees, with a focus on retirement planning, business succession, and wealth transfer across generations. As part of its operating model, Intergy Private Wealth emphasizes objective advice, transparency, and accountability, supported by employee ownership, independence, and access to Dynasty Financial Partners’ resources for research, technology, and investment capabilities. The firm positions itself within the broader wealth management industry by combining experienced planning professionals with a younger team’s energy, aiming to evolve alongside clients while leveraging external partnerships to enhance service delivery. A notable development is its 2021 partnership with Dynasty Financial Partners, which provides additional compliance, research, and technology integration support.

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