intellicents | wealth management

wealth management

a coordinated team approach centered around comprehensive financial planning

tax planning

optimize taxes today, plan for tomorrow

Tax planning is a two-part strategy that is at the center of all planning decisions. Our team is constantly focused on optimizing tax liabilities today while also executing forward looking tax strategies to maintain control and flexibility as the tax code evolves over time.

diversify sources of retirement income

grouping itemized deductions

charitable contributions

roth conversion analysis

customized withdrawal strategies in retirement

investment management

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dynamic portfolio

intellicents Dynamic Portfolio program is designed to deliver institutional quality investment portfolios to retail investors. Our strategic asset allocation begins with a broad benchmark and tilts to rewarded sources of return that reflect our long-term views.

additional investment capabilities:

retirement income

customized stock + bond

tax optimized

private
markets

hedging

goal planning

dream based investing

Whether you are planning for personal or professional goals, it is important to have a clear understanding of what you want to achieve and how you plan to get there. Remember, goal setting is a powerful tool to help you achieve your dreams and live a more fulfilling life.

what would you change today if you could for you and your family?

what do you want your future to look like?

what are your dreams for you and your family?

cash flow management

evaluate

income

tracking and optimizing sources of income to maintain a healthy financial position

expenses

monitor and control expenditures to ensure alignment with available resources and goals

savings rate

a defined process for savings goals to maximize the power of time and compounding interest

debt management

strategic planning to ensure efficiencies across liabilities and a responsible level of household debt

major purchases

analyzing the impact on cash flow, ensuring affordability, and exploring financing options to maintain financing options to maintain financial stability

assets

any resource with economic value that is expected to provide a future benefit to you

income

provides the financial means to support individuals' desired lifestyles, cover expenses, and maintain independence

distribution strategies

help individuals effectively manage and distribute their assets and income, ensuring a steady and sustainable stream of funds throughout their retirement years while considering factors such as tax implications and longevity risks

retirement planning

Medicare + Social Security benefits

analyze, advice, and assist with key decisions through comprehensive lens of the full financial picture

Medicare plan D annual review

ensures that individuals are optimizing their prescription drug coverage and adapting to ongoing health, medication, and pharmaceutical changes.

education planning

the next generation

Education planning is a fluid area of financial planning with many future uncertainties. Together, we establish education goals and select appropriate college savings strategies in order to maintain long term control and flexibility.

college savings plan: set goals, research, and establish plan

tuition forecasting: consider various factors and analyze

student loans: advice and guidance on student debt in a rapidly changing environment

who we serve

investing that fits your path

personalized financial solutions optimized for each unique situation

let's talk

pre-retiree + retiree

business
owners

families

high net worth

our fiduciary commitment

our role as your financial advisor is dedicated to offering objective advice, utmost transparency, and a commitment to prioritizing your financial well-being

unified approach to wealth

guiding your team to success

intellicents operates as the "quarterback" of your financial life, ensuring across all professionals of your team.