Intergy Private Wealth

Intergy Private Wealth Intergy Private Wealth is an independent wealth management firm working with successful individuals, families, and foundations.

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 our firm, Mark and Charlie were joined by a third advisor, Geoffrey Thomas Schaefer, CFP®, and five experienced professionals. Together, our advisors have over 30 years of experience in financial planning, and our client service/su

pport team have more than 50 years of experience. Along with our intuition of our experience and acumen, we provide the energy and enthusiasm of our youth. With careers of 20-to-30 years still ahead of us, we intend to grow alongside our clients, nurturing their relationships as we help them prepare for retirement, business succession, and wealth transfer to the next generation. Our clients include business owners, physicians, technology professionals, family foundations, as well as retirees. A common thread among all our clients is their desire to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. The advice we offer is objective, and we support our actions with transparency and accountability. We achieve this through our independence and employee-ownership. And although we are independent, we are not alone. Intergy Private Wealth is part of the Dynasty Financial Partners network, which provides us access to a full array of capital marketsand investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center –robust resources we employ to benefit our clients. Content on this page is for informational purposes only and is not an offer, solicitation, or recommendation for any security, product, or service. It is not intended as investment advice and should not be relied upon for investment decisions. Third‑party information is believed to be reliable but is not guaranteed.

For many business owners, the company represents the majority of their net worth and years of accumulated effort, which ...
08/27/2026

For many business owners, the company represents the majority of their net worth and years of accumulated effort, which makes the decision to sell as much a personal one as a financial one. The considerations extend well beyond the valuation itself, from how the deal is structured and taxed to what replaces the income the business once provided. Owners who begin the conversation years in advance tend to have more flexibility in how they approach those questions. If a transition is somewhere on your horizon, our team is here to help you think through what that process could look like alongside your broader financial picture.

A will alone may be sufficient for a straightforward estate, though for households with significant assets that is often...
08/19/2026

A will alone may be sufficient for a straightforward estate, though for households with significant assets that is often not the case. In many situations the two documents serve complementary purposes. A trust can hold the bulk of the estate so those assets transfer outside of probate, and it may allow for terms such as staggered distributions or protections for certain beneficiaries. The will can then address anything not retitled into the trust, along with guardianship if there are minor children. If your estate documents have not been reviewed recently, it may be a good time to revisit the structure with your advisory team.

When was the last time you took a close look at your credit? Many cardholders leave meaningful value on the table simply...
08/11/2026

When was the last time you took a close look at your credit? Many cardholders leave meaningful value on the table simply by not knowing their bonus categories or carrying a balance that offsets any earnings. A strong credit profile is built over time through consistent habits and a clear understanding of how the system works, including how your score is calculated and how to maximize the value of the cards you carry.

As back to school season approaches, it is a natural time to think about what we are preparing our kids for beyond the c...
08/03/2026

As back to school season approaches, it is a natural time to think about what we are preparing our kids for beyond the classroom. Financial habits are often formed long before adulthood, making the conversations that happen at home some of the most impactful. From understanding different account types and how they are taxed, to building credit, budgeting, and the basics of investing, there is a lot worth covering before your child heads out on their own. Swipe through for four key topics worth walking through together.

Intergy Private Wealth is growing, and we are looking for a Client Relationship Associate to join our team in Colorado S...
07/30/2026

Intergy Private Wealth is growing, and we are looking for a Client Relationship Associate to join our team in Colorado Springs! This is a client-facing role focused on supporting advisory and planning activities, building strong client relationships, and playing a key part in the day-to-day operations of a fast-growing independent wealth management firm.

Apply today: https://www.linkedin.com/jobs/view/4446300146/

07/29/2026

Retirement income is shaped by more factors than most people anticipate, from Social Security timing and tax strategy to healthcare costs, inflation, and how assets are drawn down over time. Getting those pieces aligned with the life you have envisioned for retirement is what thoughtful planning is all about. At Intergy Private Wealth, we work with clients to bring clarity and confidence to that process, so the transition into retirement feels as intentional as the years spent preparing for it.

Computer software and accessories prices jumped a record 17.4% year over year, underscoring the mounting cost pressures ...
07/20/2026

Computer software and accessories prices jumped a record 17.4% year over year, underscoring the mounting cost pressures tied to surging AI-driven demand, a concern echoed in the Fed's June meeting minutes alongside the Middle East conflict and existing tariffs. Broader inflation did show signs of cooling, with US CPI falling in June for the first time in six years, driven by the biggest decline in gasoline prices since 2022. However, with hostilities between the US and Iran having recently reignited, the inflationary impact from renewed disruption to the Strait of Hormuz remains yet to be seen, and layered on top of persistent AI-driven price pressures, the path forward for inflation remains uncertain, keeping the Fed and markets on alert.

Summer travel, events, and activities have a way of stretching the budget further than expected, making it a good time t...
07/14/2026

Summer travel, events, and activities have a way of stretching the budget further than expected, making it a good time to revisit how you are managing your monthly cash flow. When it comes to personal finance, few things have more influence on long term outcomes than how you handle your spending and savings consistently over time. Geoffrey Schaefer, CFP® breaks down practical approaches that can make budgeting more manageable and sustainable. Read the full article and take advantage of the free budget template included: https://bit.ly/4aIA06n.

One of the more striking differences between the dot-com era and today is the scale at which leading technology and AI c...
07/09/2026

One of the more striking differences between the dot-com era and today is the scale at which leading technology and AI companies are being valued before ever reaching public markets. In the late 1990s, many of the most talked-about companies listed early and at relatively modest valuations, playing out their entire growth stories on public balance sheets. Today, the most prominent AI companies have spent years scaling in private markets, reaching valuations that dwarf what their dot-com era counterparts were worth at listing. As these companies begin to eye and enter public markets, it raises an important question for investors about what access to this next wave of growth may actually look like and where it fits within a broader portfolio conversation.

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13 S. Tejon Street, Suite 400
Colorado Springs, CO
80903

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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