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Intellus Advisors of Raymond JamesIntellus Advisors of Raymond James
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    2999 S Tamiami Trail Sarasota, FL 34239 T: 941.404.2800 F: 941.365.9433
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    8625 Tamiami Trail N. Suite 301 Naples, FL 34108 T: 239.649.3600 F: 239.649.3618
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
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12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
Read
Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Watch Video
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Intellus Advisors of Raymond JamesIntellus Advisors of Raymond James
  • Naples 8625 Tamiami Trail N. Suite 301 Naples, FL 34108
  • 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