Dedicated to serving military veterans

We have such respect for those who have served. Their duty, honor and patriotism ignite our passion to help them make the most of their military benefits and post-career business opportunities.

Wealth Intelligence is a veteran-owned business. Company founder Bryan Oglesby and Senior Associate Fredo Gonzalez have both proudly served. Our mission is to make a difference in the lives of all military personnel, whether it’s helping them plan for their transition to civilian life, a well-earned retirement or building a business and family legacy.

As fellow veterans, our goal is to always be of service to you and responsive to your needs. We will carefully design a financial plan and wealth strategy customized to your situation – to help you make the most of your personal wealth and military benefits.

SERVICES INCLUDE:

  • Financial planning
  • Benefits planning
  • Investment management
  • Business planning
  • Retirement planning
  • Estate, charitable giving and trust
  • Education planning
  • Insurance planning
  • Tax planning
  • Lending solutions