Intersect Wealth Advisors, LLC is a Registered Investment Adviser (RIA) that provides personalized financial services. The firm operates on a fee-only basis, acting as a fiduciary for its clients. Its core mission is to help individuals and families align their financial resources with their most important values and goals. The company offers a suite of integrated services including holistic financial planning, investment management, tax and estate planning strategies, and guidance on philanthropic giving.

Founded in

United States