Wealth Intelligence, LLC

Wealth Intelligence is an integrated wealth management firm serving individuals, families, and closely held businesses. The firm offers four primary services—financial planning, investment advisory, business consulting, and family office services—which can be used independently or combined into a comprehensive relationship called the Wealth Management Advisory Services Program. Wealth Intelligence primarily builds customized portfolios using individual U.S. stocks, exchange-traded funds, mutual funds, and fixed-income investments, typically managing accounts on a discretionary basis. The firm also advises on held-away accounts like 401(k) plans and assists with tax coordination, insurance review, trust planning, and philanthropic strategies.