Wealth Management The integration of financial planning & investing

At Intellus Advisors, we believe comprehensive financial planning and investment management are intertwined. We help our clients visualize their goals and then demonstrate the effects of multiple planning scenarios to determine which option is right for them. Using this information, we can then design a comprehensive financial plan and investment strategy.

The baseline of our approach to portfolio construction is to not take any more risk than necessary to follow the plan. With our goals-based planning and investment focus, success is measured by how our clients are progressing toward the financial targets that they define.

A key part of our role is to encourage sound investing behavior based on evidence and statistics, not the natural human tendency to let emotions guide decision-making. To that end, we study behavioral finance and psychology to make ourselves better investors and to help us provide the best guidance possible for our clients.

At Intellus Advisors, comprehensive financial planning and risk management is the very core of our practice – and how we help you have a clear path for pursuing the goals in your life.

It’s also important to point out that we go beyond just traditional wealth management to offer total “family office” style guidance for all areas of our clients’ financial life – from budgeting to tax strategies, wealth transfer to charitable giving, and even advice on financially related matters such as leasing a car or buying a vacation home. We want to be our clients’ first call whenever they have a financial need, question or request.

The importance of family is a universal theme among our clients, so we take extra care to understand their family dynamics and address the wishes they have for their loved ones. We help our clients have a legacy strategy that not only provides for their family and the organizations they’re passionate about, but also has the potential to generate tax benefits and further their overall wealth management plan.

Coordination with a client’s legal and accounting team is essential, so our team actively collaborates with our clients’ tax and legal professionals to help ensure that no issue goes unaddressed, including those that our clients may have not even considered.

Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax matters.

As fiduciaries, we are bound and required to act in the best interest of our clients.

A higher standard

We uphold a fiduciary standard when it comes to managing assets and put the interests of our clients above our own. That standard also means we must do our best to ensure that our investment analysis is as thorough and accurate as possible, and that we strive to trade securities with the best combination of low cost and efficient execution.

Count on us to help provide well-reasoned guidance for your personal and professional life.