INTELUS Wealth Management, LLC was formed in 2020 through the merger of three established advisory firms. It operates as a multi-family office, aiming to simplify the complex financial lives of its clients. The firm is employee-owned and acts as a fiduciary, providing services that include holistic wealth management, financial planning, investment management, tax strategy, and estate planning. Their mission is to offer objective, transparent, and personalized financial guidance to help clients achieve their long-term goals.

Founded in

United States