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

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.

Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services, Inc.

Raymond James Financial Services, Inc., is a broker-dealer, is not a bank, and is not an FDIC member. All references to FDIC insurance coverage in relation to Brokered CDs and/or Market-Linked CDs address FDIC insurance coverage, up to applicable limits, at the insured depository institution that is disclosed in the offering documents. FDIC insurance only covers the failure of FDIC-insured depository institutions, not Raymond James Financial Services, Inc. Certain conditions must be satisfied for pass-through FDIC insurance coverage to apply.