Intellectus Partners, LLC
Financial ServicesView the employees at
Intellectus Partners, LLC-
JOSEPH GLADNEY Assistant at Intellectus Partners, LLC
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Rodeo, California, United States
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Rising Star
Amanda Lam Empowering leadership through strategic support & seamless organization-
San Jose
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Top 10%
Jeff Saccacio, CPA, PFS, ChFC, TEP Head of Wealth Planning and Family Office Services at Intellectus Partners, LLC-
Newport Beach, California, United States
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Top 5%
Jay Casey President & Co-Founder at Intellectus Partners, LLC-
San Francisco Bay Area
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Top 10%
Overview
Your business fuels your wealth. Yet, the wealth management industry too often separates the business owner from their business. Why? It is not built by and for innovators. We are. For effective risk management, precise financial planning, tax strategy, and wealth building, you need a skilled advisory team adept at integrating and aligning your wealth management approach with your business interests. You need Intellectus.
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