Intellicapital Advisors LLC
Founded 2021
About Intellicapital Advisors LLC
We bring over 23 years of expertise in the investment management industry. Our passion lies in helping high-net-worth individuals navigate the complexities of wealth management. Here’s what sets us apart: Holistic Financial Planning: With an MBA from Xavier University (2005) and the prestigious CFP® designation (2011), we offer comprehensive and personalized financial planning. Your unique needs, goals, and objectives are at the heart of my approach. Investment Mastery: We provide strategic investment management services tailored to your long-term financial objectives. We align our recommendations with your Personal Risk Score®, ensuring a balanced and informed investment strategy. Retirement Planning Excellence: Planning for retirement is more than numbers’it’s about envisioning your ideal lifestyle. We work closely with you to create a customized retirement plan that considers your lifestyle requirements and financial situation. Multi-Generational Wealth Transfer: Passing on wealth to future generations requires foresight. We specialize in multi-generational wealth transfer strategies, ensuring a seamless transition for your family. Transparent Communication: At Intellicapital, we believe in open and transparent communication. Our team of advisors is always available to answer your questions and guide you toward informed financial decisions. Client-Centric Approach: Your success is our priority. Whether you’re planning for retirement, managing investments, or seeking personalized financial advice, we’re here to help. Reach out today to schedule a consultation with one of our dedicated Wealth Advisors.
Company Facts
- Founded: 2021
- Operating status: Operating
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Website: https://intellicapital.com
- Phone: 866-438-1958
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