Investment Management

Investment Management2024-04-16T12:39:32+00:00

Grow Your Wealth with Investment Management

Your assets and wealth are more than numbers in a ledger. They are the very power to grow, develop, improve, and create. Using that capital wisely is not easy. There is a vast landscape of opportunities to invest your wealth.

Intelliplan creates individualized investment strategies for each unique client to build a portfolio that is both fruitful and meaningful. It is our focus on your individual strengths and passions that forges our investment plans.

Optimize Your Business Investments

Comprehensive plans for individuals or business owners

Just as in their personal wealth, we help our clients maximize the value within their businesses, including meaningful and actionable customer segmentation, proposition design, pricing structure reviews, cost-to-serve assessment and optimization, and the appropriate leverage of technology to drive business improvement. Our approach is fact-based and uses data and analytical approaches to uncover value that is uncommon in the wealth management industry.
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INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall 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. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

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