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Intellus Advisors of Raymond JamesIntellus Advisors of Raymond James
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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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Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity
Read
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Aging in Place Guide
10/26/2018
Retirement and Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
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