Is Intergy Private Wealth hiring right now?

Intergy Private Wealth has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Intergy Private Wealth's careers site.

Where is Intergy Private Wealth headquartered?

Intergy Private Wealth is headquartered in United States and was founded in 2021.

Who leads Intergy Private Wealth?

Charlie Dunn, CEO, Managing Partner, is at the top of Intergy Private Wealth's org chart.

How do I apply for a job at Intergy Private Wealth?

Pick a role on Intergy Private Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on Intergy Private Wealth's own careers site, so you apply directly with the employer.

Intergy Private Wealth jobs and careers

United States

As of October 23, 2026, Intergy Private Wealth has no open roles listed.

intergywealth.com LinkedIn @intergywealth

About Intergy Private Wealth

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 markets and 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.

Founded in 2021 by Charlie Dunn.

Advice Financial Services Wealth Management

Founded: 2021
Employees: 1 to 10
Headquarters: United States

Leadership

The top of Intergy Private Wealth's org chart, with how many people report into each leader.

Charlie Dunn

CEO, Managing Partner

Jobs at Intergy Private Wealth

No open positions right now. Explore more companies on TheJobsMap.

Intergy Private Wealth jobs: common questions

Is Intergy Private Wealth hiring right now?: Intergy Private Wealth has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Intergy Private Wealth's careers site.
Where is Intergy Private Wealth headquartered?: Intergy Private Wealth is headquartered in United States and was founded in 2021.
Who leads Intergy Private Wealth?: Charlie Dunn, CEO, Managing Partner, is at the top of Intergy Private Wealth's org chart.
How do I apply for a job at Intergy Private Wealth?: Pick a role on Intergy Private Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on Intergy Private Wealth's own careers site, so you apply directly with the employer.