Broker Check
Focus on providing legal services. We'll protect your wealth.

Focus on providing legal services. We'll protect your wealth.

Attorneys and other legal professionals have huge responsibilities and must plan for the unseen. Our team of professionals has years of experience and will help you build and protect your financial legacy.

Financial Services for Legal Professionals

Financial Planning & Consultation

Law professionals represent a diverse economy. INTELUS is prepared to provide consultancy for net worth tracking, retirement analysis expense analysis, and other strategies for your financial future.

Investment Management

Whether you run a private practice, or are a member of a law group of professionals, INTELUS will help you understand the strengths and threats of the marketplace as you invest.

Professional Planning

INTELUS is prepared to provide business structure consultation, business succession planning, estate planning and other services for establishing a healthy future for you and your business.

Protection Planning

Law professionals must plan for the unforeseen. INTELUS brings broad knowledge of the tax system, and is experienced in providing tax mitigation strategies and strategies for protecting your assets and income.

We've built a reputation of integrity, trust, and commitment for attorneys and other law pros.

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.

Schedule an Appointment

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

Thank you!