Intelity Wealth

Intelity Wealth Intelity Wealth
A financial advisory practice of Ameriprise Financial Services, LLC

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

College tours. Big dreams. Tuition reality. What was the smartest financial decision your family made about college? ...
06/19/2026

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

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

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

A little summer review could save you a lot of tax surprises later.Want to check your progress so far?
06/12/2026

A little summer review could save you a lot of tax surprises later.
Want to check your progress so far?

Mid-year is the best time to catch tax-saving opportunities.Let’s avoid the rush and plan smarter.
06/10/2026

Mid-year is the best time to catch tax-saving opportunities.
Let’s avoid the rush and plan smarter.

Half the year gone doesn’t mean it’s too late.What small step could move your finances forward this summer?
06/08/2026

Half the year gone doesn’t mean it’s too late.
What small step could move your finances forward this summer?

Summer is fun—but clarity is powerful.Take 15 minutes this week to check in on your goals. We’ll make sure the rest of t...
06/05/2026

Summer is fun—but clarity is powerful.
Take 15 minutes this week to check in on your goals. We’ll make sure the rest of the year flows with ease.

It’s June—how’s your 2026 plan holding up?Let’s make sure your goals are still aligned and achievable.What’s something y...
06/03/2026

It’s June—how’s your 2026 plan holding up?
Let’s make sure your goals are still aligned and achievable.
What’s something you’re proud of this year so far?

Financial freedom isn’t just about retirement—it’s about alignment.- Freedom to spend wisely- Freedom to give generously...
06/01/2026

Financial freedom isn’t just about retirement—it’s about alignment.
- Freedom to spend wisely
- Freedom to give generously
- Freedom to live purposefully
What kind of freedom are you planning for?

Address

20 Northwest 3rd Street ; Suite 850
Evansville, IN
47708

Telephone

+18124263521

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