Founded in 2008, Intellivest Wealth Management, LLC is a New Jersey-based financial advisory firm dedicated to helping individuals, families, and business owners achieve their financial goals. As an independent RIA, the company emphasizes a fiduciary standard, offering personalized and objective advice. Their services encompass holistic financial planning, investment portfolio management, retirement planning, and wealth preservation strategies, tailored to the unique circumstances of each client.

Founded in

United States