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Intergy Private Wealth

EST. AUM
$602,618,422

CONTACTS
3

CLIENT ACCOUNTS
2,298

Firm Details

Metro area Denver
CRD Number 315698
Website intergywealth.com
Client types

Overview

Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016. At the launch of the firm, Mark and Charlie were joined by a third advisor, Geoffrey Schaefer, CFP®, and five experienced professionals. Together, the advisors have over 30 years of experience in financial planning, and the client service/support team has more than 50 years of experience.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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