Intellectus Partners, LLC
Financial ServicesView the employees at
Intellectus Partners, LLC-
David J. La Placa Founder & CEO driving Wealth Creation & Preservation for Entrepreneurs
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San Francisco Bay Area
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Rising Star
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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.