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family office

allowing you to focus on what truly matters

what's your dream?

Do you have big dreams and goals that you want to achieve in life? Whether it's starting your own business, funding your child's education, or embracing a carefree lifestyle in retirement, we are here to support you on your journey. Our mission is to empower you to realize your personal and business aspirations through our comprehensive suite of personal cfo services.

At our core, we are dedicated to assisting you in navigating the complexities of financial planning and wealth management. With our tailored strategies and expert guidance, we strive to help you take proactive steps towards securing a bright future for yourself and your loved ones. Let us be your partners as we help turn your dreams into reality.

Shift the responsibility of communication to us, allowing you to focus on what truly matters while we manage it all as your dedicated personal cfo

dream team services

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bill
pay

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family
governance

business
consulting

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lifestyle
management

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exit planning

layered on with wealth management

budgeting

insurance

& risk

employee benefits

investment management

tax planning

retirement planning

retirement income planning

estate planning

make it real

peace of mind

We become your trusted "personal cfo", guiding you through the intricacies of financial management and helping you craft a tailor-made roadmap that aligns with your unique needs, aspirations, and priorities. At intellicents, we recognize that your financial well-being encompasses far more than just numbers on a balance sheet. It encompasses every aspect of your life – your family, your career, and your long-term goals.

Our dedicated team goes beyond traditional financial advising, taking a holistic approach to managing your entire financial life. From comprehensive budgeting and investment strategies to retirement planning and beyond, we provide expert guidance that extends far beyond the realm of numbers. We understand that your financial decisions impact more than just your bottom line – they shape the quality of life you and your family can enjoy.

With us as your "personal cfo", you gain a trusted partner who truly understands your unique circumstances and aspirations. We work side by side with you, navigating the complex financial landscape, and providing personalized solutions that empower you to achieve your goals. Our commitment is to provide you with the tools, knowledge, and support you need to build a secure and fulfilling financial future for yourself and your loved ones

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control the costs

we can't control the markets...

...but we can help you control the costs.

The one sure way to improve investment performance is to lower management costs

at intellicents, we have made this a priority.

stay cool

The investment markets are going to go through different seasons. Unlike the seasonal changes that routinely occur during our calendar year, however, these seasonal investment rotations are difficult to predict consistently. 

Our job is to help you define your dreams, weatherproof your investment portfolio by diversification appropriate to your dream timeline, and then keep you on that plan when the weather in the financial market gets tough. 

our mind is on your money

Our dream team applies everything we’ve learned over 30 years of managing retirement plan money to the individual investor. We’re always asking ourselves questions on your behalf.

  • Are you on track to realize your dreams?

  • Are your investments meeting their appropriate benchmarks for risk, return, and cost?

  • Is your asset allocation meeting your risk and return expectations?

  • Are you getting value for the services we are providing you?

Under our transparent service delivery model, you will always know the status of turning your dreams into a reality, the risks that you are taking, the relative performance your investments are achieving, the investment costs you are incurring, and how much you are paying us to help you make it real. 

people smarts supported by cutting-edge technology

Our staff of financial professionals will quarterback the entire process for you with the ultimate goal of finding you reasonably-priced investments that take the least amount of risk to make your dreams a reality. They will be supported not only by our internal research and administrative systems, but also by contemporary technology solutions designed to create efficiencies and put more knowledge and information in your hands. 

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