2 Perimeter Park South,
Create a financial legacy that lasts.
INTELUS Wealth Management’s expert team is here to guide you through the process of building and protecting your financial legacy through financial management and estate planning.
Financial Services for Health Professionals
INTELUS is prepared to help health professionals like you identify your financial goals and create a personalized plan to help you pursue them.
Financial Management for Business Owners
INTELUS is prepared to help business owners of all kinds create a sustainable financial plan.
Retirement Planning and Financial Services for Attorneys and Legal Professionals
INTELUS is prepared to help legal professionals and attorneys with comprehensive financial services.
Retirement Planning for Pre-Retirees and Retirees
We are dedicated to helping Birmingham families create, build and protect their financial future.
Leaving Your Lasting Legacy
We are committed to helping you create, build, and protect your financial legacy through objective and holistic financial advice. With INTELUS Wealth Management, you can have confidence in your financial future.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world for business owners.
Investment management with a strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Enjoy the fruits of your labor. We can help you with retirement planning by building a strategy that is sure to keep you excited for what’s to come.
Want to learn more about retirement planning, social security, or estate planning strategies? We have a wealth of resources.
From retirement planning to investment management, we have the expertise to help our clients build and protect their financial legacies.
Take control of your financial health and create a secure future for yourself and those you love. INTELUS Wealth Management is here to help you do just that. With our team of professionals, objective advice, and comprehensive processes, we’ll help you build a solid foundation for your financial legacy.
You’ve worked hard to build your financial legacy, now it’s time to protect it. At INTELUS Wealth Management, our team of financial professionals will develop strategies to ensure the assets you have created are protected and well-managed for years to come.
If you're looking for a partner who will be with you every step of the way on your financial journey, look no further than INTELUS Wealth Management. Let us help you build a legacy of financial health that will last for generations to come.
Pass on more than just money. With INTELUS Wealth Management's financial advice, you can ensure your legacy is passed on to future generations with beneficiary designations, trusts, and giving strategies. Make sure your legacy lives on for years to come.