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Intellus Advisors of Raymond JamesIntellus Advisors of Raymond James
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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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    2999 S Tamiami Trail Sarasota, FL 34239-5141 T: 941.404.2800 F: 941.365.9433
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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
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Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
Family & Lifestyle
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
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 34239-5141
  • 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