Intellicapital Advisors LLC

As a seasoned Wealth Advisor, I bring over 23 years of expertise in the investment management industry. My passion lies in helping high-net-worth individuals navigate the complexities of wealth management. Here’s what sets me apart: 🔹 Holistic Financial Planning: With an MBA from Xavier University (2005) and the prestigious CFP® designation (2011), I offer comprehensive and personalized financial planning. Your unique needs, goals, and objectives are at the heart of my approach. 🔹 Investment Mastery: My team and I provide strategic investment management services tailored to your long-term financial objectives. We align our recommendations with your Personal Risk Score®, ensuring a balanced and informed investment strategy.