PRIVATE WEALTH OFFICE
Integress Financial, LLC
10785 W. Twain Ave. Suite 120
Las Vegas, NV 89135
“What is a Private Wealth
A Private Wealth Office is a team of
highly skilled individuals providing
expert advice and exceptional
service to wealthy families.
Most people progress through multiple life stages
People think and plan in
different timeframes depending
on their stage in life.
People experience different
stages throughout their life.
Wealthy families have a unique set of needs and wants
• Asset Protection
• Financial Planning
• Debt Management
• Private Banking
• Tax Minimization
• Legacy Planning
Real Estate Advice
Under $1 million 1.50%
$1 million - $2 million 1.25%
$2 million - $ 5 million 0.90%
Over $5 million Custom
JAMES R. PETERS, CFA, CFP
CHIEF EXECUTIVE OFFICER & MANAGING PRINCIPAL
James leads Integress Financial, overseeing portfolio management, client financial advisory and business
Prior to co-founding Integress, he was a Senior Investment Associate at The Private Banking and Investment
Group of Merrill Lynch & Co., where he managed more than a hundred million dollars of client assets, and was
responsible for client communications and financial planning.
James holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
He received a BS from UNLV, majoring in both Financial Services and Managerial Finance.
DOMINIC J. RODRIGUES, CFA
CHIEF INVESTMENT OFFICER & FOUNDING PRINCIPAL
Dominic oversees asset allocation, risk management and investment strategies.
Prior to co-founding Integress with James, he spent more than 15 years in corporate development and investment
management in industries such as aerospace & defense, biotechnology, environmental services, information
technology, asset management, and finance. Dominic has successfully raised, invested, & managed hundreds of
millions of dollars through portfolio management, private equity, trading, and venture capital activities.
He holds the Chartered Financial Analyst (CFA®) designation.
Dominic received an MBA in Finance from The Wharton School, an MSc in Economics from The London School
of Economics, dual SMs in Chemical Engineering and Technology & Policy from the Massachusetts Institute of
Technology, and a BASc in Engineering Science from the University of Toronto.
DAWSON J. WHITE, CRPC
CHIEF COMPLIANCE OFFICER & PRESIDENT, WHITEROCK FINANCIAL
Dawson oversees all aspects of compliance and regulatory requirements for Integress Financial.
He also is President and founder of White-rock Finan-cial, a Registered Investment Advisory firm (RIA), licensed
in both Nevada and New York. Dawson began his career in wealth management as a Financial Advisor with
Dawson received an MBA from The University at Buffalo and a BS in Business Management from Fairleigh
Dickinson University. He is a Chartered Retirement Planning Counselor (CRPC®).