A steadfast financial partner for families and individuals

For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.

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We offer financial guidance for every place where your money and your life intersect.

Comprehensive preparation for life after the workplace
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An all-encompassing approach to preserving and managing wealth
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Tax-efficient wealth transfer strategies that honor your intentions
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Identifying and mitigating financial risks through a variety of strategies
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Helping families prepare financially for college
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A comprehensive suite of cash management and lending solutions
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What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Life Stages

Building a foundation

As you get started on your goals, we can help you:

  • Build a comprehensive financial plan
  • Plan for a child’s college and other family needs
  • Manage risk with insurance and basic estate planning
  • Set retirement planning goals

Prime earning years

As you pursue your version of success, we can help you:

  • Manage risk with insurance and basic estate planning
  • Visualize and plan your retirement
  • Navigate complexities such as a divorce or career change
  • Preserve wealth through custom strategies

Up to and through retirement

As you ready for the next chapter, we can help you:

  • Optimize your Social Security and retirement income
  • Navigate healthcare in retirement
  • Create a legacy plan, including charitable giving strategies
  • Develop personalized wealth transfer strategies

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How much interest can you save by increasing your mortgage payment? The mortgage payoff calculator helps you find out. Click the "View Report" button to see a complete amortization payment schedule and how much you can save on your mortgage.
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Your net worth is the value of all of your assets minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. If you own more than you owe you have a positive net worth. This calculator helps you determine your net worth and estimates how it could grow (or shrink) over the next 10 years.
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How long will it take to break even on a mortgage refinance? Use the mortgage refinance calculator to sort through a multitude of factors including your current interest rate, the new potential rate, closing costs and how long you plan to stay in your home. The mortgage refinance calculator helps sort through the confusion and determine if refinancing your mortgage is a sound financial decision.
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Whatever your priorities are in life, we’re here to offer the guidance you seek.

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Plainspoken advice for life’s financial complexities

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This website Wealth Intelligence (this "Website") is owned and operated by Wealth Intelligence (Wealth Intel). Wealth Intelligence offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Wealth Intelligence as of the date hereof, which are subject to change without notice at any time. Wealth Intelligence does not represent that any opinion or projection will be realized. Neither Wealth Intelligence nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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