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    8889 Pelican Bay Blvd. Suite 102 Naples, FL 34108-7503 T: 239.649.3600 F: 239.649.3618
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    2999 S Tamiami Trail Sarasota, FL 34239 T: 941.404.2800 F: 941.365.9433
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Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Intellus Advisors of Raymond JamesIntellus Advisors of Raymond James
  • Naples 8889 Pelican Bay Blvd. Suite 102 Naples, FL 34108-7503
  • T 239.649.3600
  • F 239.649.3618
  • Map & Directions
  • Map & Directions

Connect with us

  • Sarasota 2999 S Tamiami Trail Sarasota, FL 34239
  • T 941.404.2800
  • F 941.365.9433
  • Map & Directions
  • Map & Directions

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure