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Intergy Private Wealth

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United States
Colorado Springs, CO
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.

06/03/2026

Recent legislation introduced a new tax-advantaged savings account structure for children, and many families are beginning to explore what it may mean for their long-term planning. Understanding how these accounts work, who may be eligible, and what the contribution and investment guidelines look like can serve as a helpful starting point. Our latest article walks through the key details for those looking to learn more before getting started. Read the full blog: https://bit.ly/4wtbcss

05/25/2026

Today we pause to remember and honor those who gave everything in service to our country. Memorial Day is a reminder of the profound sacrifice made by so many, and we are deeply grateful for their courage and commitment.

05/20/2026

Graduating from college comes with a lot of excitement and an equally long list of financial decisions to navigate. From building a budget and managing student loans to understanding your employer benefits and beginning to invest, the transition into the working world can feel overwhelming. Geoffrey Schaefer breaks down the key financial planning considerations every new graduate should understand as they begin their career. Read the full article here: http://bit.ly/4sENoPa.

05/13/2026

May is National Military Appreciation Month, a time to recognize and honor the men and women who have served and continue to serve our country. We are proud to have two veterans on our own team, Mark Perrault (U.S. Air Force) and Geoffrey Schaefer (U.S. Army), whose commitment to service extends beyond their military careers and into the work they do for our clients every day. To all who have served and those currently serving, we are grateful for your sacrifice and dedication.

05/10/2026

This Mother's Day, we want to take a moment to recognize the incredible women who show up every day for the people they love. To mothers everywhere, your strength, patience, and dedication do not go unnoticed. Thank you for everything you do!

04/28/2026

The AI trade has shifted considerably since its early stages. Hyperscalers and Semiconductors dominated in 2023 and 2024, but as the buildout matured, the trade broadened toward the physical infrastructure supporting it. Metals and Mining surged in 2025 as markets priced in the commodity and materials demand needed to build out data centers, transmission lines, and grid infrastructure at scale. Software has been the notable laggard, declining through the end of Q1 2026 as investors reassess the long-term relevance of traditional software platforms in an AI-driven world.

04/22/2026

The One Big Beautiful Bill Act, signed into law in July 2025, introduced several notable updates to 529 plans that expand how these accounts can be used. Here is a high-level look at what changed:

- Qualified K-12 expenses were broadened to include tutoring, test fees, educational therapy, and more
- The annual withdrawal limit for K-12 expenses doubled from $10,000 to $20,000 per year
- 529 funds can now be applied toward vocational training, trade certifications, and professional licensing
- Several ABLE account provisions for individuals with disabilities have been made permanent

As these updates expand how 529 funds can be used, it may be worth reviewing your current plan to understand how the changes may apply to your specific situation.

04/16/2026

The investment landscape has shifted considerably over the past few decades. The universe of publicly traded companies has contracted, and a growing portion of economic activity now takes place outside of public exchanges. For investors focused on building a well-rounded portfolio, understanding what exists beyond traditional stocks and bonds has become an increasingly relevant part of the conversation. Private markets encompass a broad range of strategies and asset classes that have historically been part of institutional portfolios for years. As access has expanded, more investors are taking a closer look at what role, if any, these strategies may play alongside their existing holdings.

04/09/2026

For many, the default assumption is to delay Social Security as long as possible. But depending on your tax situation, portfolio strategy, and personal circumstances, claiming earlier may support a more efficient and flexible retirement income plan. The right timing decision is deeply personal, and a thoughtful review of how Social Security fits into your broader financial picture can make a meaningful difference in how your retirement unfolds.

04/05/2026

Wishing you and your loved ones a wonderful Easter weekend. We hope you get to slow down, step away from the day to day, and enjoy some quality time with the people who matter most. From our entire team, we wish you a peaceful, restful, and joyful holiday.

Address

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

Website

http://www.intergywealth.com/

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