At Intellus Advisors, comprehensive financial planning and investment management is the very core of our practice. 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 track their progress toward their goals.
We also utilize cutting-edge technology that enables us to pinpoint your acceptable level of risk, and helps us ensure that the risk in your portfolio aligns with your investment needs and expectations. Our goal is to not take any more risk than necessary to pursue your goals.
With our goals-based planning and investment approach, success is measured by how our clients are progressing toward their personalized goals rather than just an arbitrary benchmark such as the S&P 500 stock index.
It’s also important to point out that we go beyond just traditional wealth management to offer total “family office” style guidance for your 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 your first call whenever you have a financial need, question or request.
At Intellus Advisors, comprehensive financial planning is the very core of our practice – and how we help you have a clear path for pursuing the goals in your life.