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We're the team you know and trust. Together, we'll continue to build your financial future. We are Integrative Wealth Management

Growing your future with purpose and a plan.

Because financial security affects all areas of your life, our approach remains intentionally integrative. For more than 20 years, clients have relied on us for more than just expert financial advice. We craft personalized investment strategies, informed by rigorous research and an in-depth understanding of your goals for finances, family, and future.

With an analytic understanding of financial markets we identify untapped opportunities for maximizing your wealth regardless of market cycles--always with an eye on your best interest.

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Current Client

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Our name will change, but your relationship with John and Chrissie will always stay the same.

Christine Capps CFP®

Christine Capps CFP®

    • Owner
    • Senior Financial Advisor
        John Demers CFP®

        John Demers CFP®

          • Owner
          • Senior Financial Advisor
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          The same transparency and trust from the team you know.

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          The same commitment to mindful mangement of your portfolio.

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          The same access and open communication you've come to rely on.

          Our full website is coming soon.

          Until then, please reach out with any questions.
          Integrative Wealth Management

          Investment and Insurance Products are:

          • Not Insured by the FDIC or Any Federal Government Agency
          • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
          • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

          This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

          For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

          Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

          Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

          A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

          © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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