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Handle your business. We'll manage the wealth.

Handle your business. We'll manage the wealth.

Running a business requires broad knowledge—and a lot of hard work. Our team of professionals has years of experience and will help you build and protect your financial legacy.

Financial Services for Business Owners

Financial Planning & Consultation

Financial health is about achieving mastery in the many areas of your financial life. Our proven process, VITALS, helps you identify and start tracking towards your financial goals.

Investment Management

Our professionals are standing by to help you invest your resources. From understanding the marketplace, to building a portfolio that aligns with your needs, our advisors are here for you.

Business Owner Planning

We are prepared to help you improve things like business structure, retirement planning, employee benefits, etc.

Protection Planning

Plan for the unforeseen. From tax-saving strategies, to strategies protecting your income and assets. Develop strategies to protect the assets you have worked diligently to build.

We've built a reputation of integrity, trust, and commitment for business owners.

Preserve and invest your financial future with INTELUS.

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.

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

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