Broker Check

2 Perimeter Park South, Suite 410E, Birmingham, AL 35243

(205) 313-3590
info@inteluswm.com
Schedule Appointment


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.

Schedule an Appointment


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.


Learn More

Financial Management for Business Owners

INTELUS is prepared to help business owners of all kinds create a sustainable financial plan.

Learn More

Retirement Planning and Financial Services for Attorneys and Legal Professionals

INTELUS is prepared to help legal professionals and attorneys with comprehensive financial services.

Learn More

Retirement Planning for Pre-Retirees and Retirees

We are dedicated to helping Birmingham families create, build and protect their financial future.

Learn More

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More

We are proud to provide comprehensive financial services to the Birmingham community.

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.

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

Business Owners

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.

Learn more

Health Professionals

Investment management with a strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more

Pre-Retirees & Retirees

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.

Learn more

Legal Professionals

Want to learn more about retirement planning, social security, or estate planning strategies? We have a wealth of resources.

Learn more
Connect with a financial advisor today.

Connect with a financial advisor today.

From retirement planning to investment management, we have the expertise to help our clients build and protect their financial legacies.

Secure your financial future.

Secure your financial future.

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.

Protect what you’ve built.

Protect what you’ve built.

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.

Invest your financial future with INTELUS-your partner in wealth management.

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.

Schedule an Appointment
Leave a lasting legacy.

Leave a lasting legacy.

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.

Have a question for your financial advisor? Contact us below.

Thank you!
Oops!