A team of three financial advisors in Colorado Springs, Colo. has departed Northwestern Mutual to form their own independent wealth management firm, Intergy Private Wealth, with support from Dynasty Financial Partners.
President and Managing Partner Mark Perrault, Managing Partner Charlie Dunn and Wealth Advisor Geoffrey Thomas Schaefer manage about $300 million in client assets and are joined by five other staff members. They say Intergy will be the first financial planning firm in Colorado Springs to have a true multi-family office offering.
The firm works with business owners, retirees, physicians, defense contractors, technology and real estate professionals and retired military professionals. The firm specializes in helping these employees navigate their equity compensation plans, and also works with small business owners considering a sale.
“We also plan to launch a unique coaching/advisory service geared towards business owners considering a sale,” Perrault said in a statement.
Perrault added they plan to utilize Dynasty’s compliance, research and tech integration support.
The firm also plans to look at mergers and acquisitions opportunities to expand their footprint in the ultra-high-net-worth and foundations markets. Intergy may also extend their offering into the philanthropic and planned giving space.
“Colorado Springs and Colorado, in general, is a hotbed for remote work in the tech industry,” Perrault said in a statement. “Amazon is opening a major facility here and our four military bases also foster an environment for aerospace and defense companies. We have noticed the pandemic influencing people to take early retirement options from government positions and large corporate organizations. The strong economy has also boosted valuations for small business and we are seeing really strong multiples being paid.”
Dynasty just recently attracted another Colorado-based breakaway team to its platform, adding Nilsine Partners, a Greenwood Village, Colo., group that previously managed $1.75 billion with Merrill Lynch.