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.
Company Details
- Employees
- 3
- Founded
- 2022
- Address
- 788 Main St, Dubuque,iowa 52001,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.intersectwealth.com
- Keywords
- Dubuque.
- HQ
- Dubuque, Iowa
Intersect Wealth Advisors Questions
Intersect Wealth Advisors's website is http://www.intersectwealth.com
Intersect Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/intersect-wealth-advisors
Intersect Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Intersect Wealth Advisors.
Intersect Wealth Advisors's industry is
Financial Services
Intersect Wealth Advisors's top competitors are
Akkad Holdings Llc,
Three Bell Capital,
Command Security Solutions,
Friday Financial, Inc,
Ifunds,
The Vogt Group,
Cottingham & Butler,
Brunswick Companies,
Sixpoint Financial Partners,
Zalina Solutions.
Intersect Wealth Advisors's categories are Financial Services
Intersect Wealth Advisors's founding year is 2022
