Charlie Dunn

CEO, Managing Partner @Intergy Private Wealth

Colorado Springs, CO, US

Intergy Private Wealth is an independent wealth management firm working with successful individuals, families, and foundations. Our clients include small business owners, physicians, technology executives, family foundations, as well as retirees. A common thread among all our clients is the value they place on receiving objective advice on how to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. They recognize the value of financial planning and look to collaborate with us on taking a holistic and bespoke approach to wealth management.Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, CLTC®, 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.To learn more, visit