Intelity Wealth

08/19/2026

https://bit.ly/4wywKCD

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

08/18/2026

We all know how energizing it is to get a fresh perspective on your work. That’s how I feel after attending the Ameriprise Financial Circle of Success National Conference in Denver for the firm’s top-performing advisors last week. Ask me about what we discussed — and how I’ll use what I learned to help you reach your financial goals.

07/02/2026

We at Intelity Wealth are so excited to have our newest team member, Sara Springer, join us!

Sara brings over ten years of experience as a client relationship manager and is fully licensed, delivering exceptional service and care to clients every step of the way. Outside of her professional achievements, Sara is a proud mom of six, happily married, loves to travel, and is an avid golfer.

Join us in saying “Welcome” to Sara Springer!

06/29/2026

One of the greatest gifts we give clients?
Peace of mind—so they can rest, knowing the plan is working.

06/26/2026

Summer’s a great time to travel—and review your coverage.
Check your insurance, estate docs, and emergency plans before heading out.

06/24/2026

Summer moments are fleeting. Invest your time where it matters most.

06/22/2026

Financial literacy is one of the greatest legacies we can pass on.
What’s one thing you wish you’d learned about money earlier?

06/19/2026

College tours. Big dreams. Tuition reality.
What was the smartest financial decision your family made about college?

06/17/2026

Planning for a child's future? Education funding doesn't have to be overwhelming.
Let’s talk 529s, gifting, or grandparent support strategies.

06/15/2026

Yes, you can review your portfolio and relax by the pool.
Strategy doesn’t have to be stressful—we’re here to help.