Intergy Private Wealth

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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/support 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.

There are plenty of mathematical arguments for rebalancing a portfolio, but Geoffrey Schaefer suggests the more compelli...
10/28/2026

There are plenty of mathematical arguments for rebalancing a portfolio, but Geoffrey Schaefer suggests the more compelling one may be behavioral. He points to a tendency most investors share: seeing more potential in what has recently gone up and more risk in what has recently gone down. His latest article looks at why rebalancing exists, what it is designed to address, and how a portfolio rooted in your values and goals fits into that conversation.

Read the full article: https://thesteadfastfiduciary.com/2026/10/why-rebalance/

AI investment continues to play a dual role in the US, supporting capex-led growth while keeping financial conditions lo...
10/19/2026

AI investment continues to play a dual role in the US, supporting capex-led growth while keeping financial conditions loose. Hyperscalers are recycling cash flow from their profitable core businesses back into AI, creating a self-reinforcing loop between earnings, cash flow, and capex. The spending has been disciplined, with these companies generating enough to fund buybacks, dividends, and AI capex simultaneously, roughly 60% of operating cash flow on average.

The self-reinforcing loop between earnings, cash flow, and capex is what makes the theme durable, backed by tech's continued upward earnings revisions. If you have questions about how this theme may factor into your portfolio, our team is here to discuss.

Medicare annual enrollment opens in just a few days, running from October 15 through December 7. For those already enrol...
10/12/2026

Medicare annual enrollment opens in just a few days, running from October 15 through December 7. For those already enrolled, this is the window to review and adjust coverage for the coming year, as plan details, premiums, and provider networks can all shift annually. General enrollment, which follows in January, is for anyone who missed signing up when first eligible. If you have questions about how Medicare fits into your broader retirement picture, our team is here to help.

Please join us in welcoming Christy Kong Eaton to the Intergy Private Wealth team as Chief Investment Officer and Partne...
10/05/2026

Please join us in welcoming Christy Kong Eaton to the Intergy Private Wealth team as Chief Investment Officer and Partner!

With more than 22 years of financial industry expertise, she focuses on highly tailored investment strategies and multifaceted tax planning. As a Certified Divorce Financial Analyst®, Christy also guides clients through the economic complexity of divorce. We are excited to have her and look forward to the perspective she will bring to our team and our clients. Learn more about Christy: https://intergywealth.com/team-member/christy-kong-eaton/.

Celebrating five years! Today marks Intergy Private Wealth's fifth anniversary, and we could not be more grateful to the...
10/01/2026

Celebrating five years! Today marks Intergy Private Wealth's fifth anniversary, and we could not be more grateful to the clients, team members, friends, and family who have supported us along the way.

Thank you for being part of this journey with us. We are excited for what the years ahead will bring!

Whether the path forward involves a sale, a transfer to family, or an internal transition, the groundwork tends to look ...
09/24/2026

Whether the path forward involves a sale, a transfer to family, or an internal transition, the groundwork tends to look similar. Valuation, concentration, and after-tax outcomes all shape what a transfer ultimately produces, and none of them are quick to address. If a transition is somewhere on your horizon, our team is here to help you think through what that could look like alongside your broader financial picture.

With coverage available for nearly every conceivable risk, it becomes even more difficult to determine which policies ge...
09/16/2026

With coverage available for nearly every conceivable risk, it becomes even more difficult to determine which policies genuinely belong in your plan. A useful framework comes down to two questions: how significant would the financial loss be, and how likely is the event to occur. Geoffrey Schaefer walks through how to think about that balance, and why too much coverage carries its own cost.

Read the full article here: https://thesteadfastfiduciary.com/2023/06/should-i-buy-insurance/

Happy Labor Day from our team at Intergy Private Wealth. Today we recognize the dedication and hard work that drives our...
09/07/2026

Happy Labor Day from our team at Intergy Private Wealth. Today we recognize the dedication and hard work that drives our clients, our community, and our team forward. Wishing everyone a restful holiday weekend!

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.

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

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