Company

Intersect Wealth Advisors

Financial Services Dubuque, Iowa, United States 3 employees

Employees: 3
Contacts: 2
Emails: 2

www.intersectwealth.com LinkedIn

Intersect Wealth Advisors Overview

Headquarters: Dubuque, Iowa, United States
Website: www.intersectwealth.com
Industry: Financial Services
Employees: 3
Founded: 2022
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Dubuque

About Intersect Wealth Advisors

Historically, the wealth management industry has been focused on selling products or investment performance rather than solving clients’ problems. For this reason, we are intentional about our approach to wealth planning, working to always act in the best interest of our clients. We created Intersect Wealth Advisors so our advisors could provide objective advice. As fiduciaries, we take a family office approach to providing evidence-based investment solutions and comprehensive financial, tax and estate planning. We have actively partnered with Mariner Platform Solutions to provide you with the expertise and vast range of resources and services.

Intersect Wealth Advisors Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage

Intersect Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Brooks Bertsch	Co-founder of Intersect Wealth Advisors	Dubuque, Iowa, United States	Email
Alex Larson	Senior Wealth Advisor at Intersect	Dubuque County, Iowa, United States	Email