Intellectus Partners

Intellectus Partners provides comprehensive wealth creation and preservation for entrepreneurs and successful executives, moving beyond traditional advisory. The firm integrates deeply into clients' financial and professional lifecycles, guiding business evolution, optimizing structures, managing diverse investment strategies. They advise on equity ownership and assemble experts.

Co-founded by David La Placa and Jay Casey, Intellectus Partners emerged from recognizing traditional wealth management's limitations. Collaborating since 2000, they observed models underserve self-made individuals due to conflicts and narrow asset focus. This insight led them to manage an entrepreneur's total wealth.

The firm serves entrepreneurs and executives seeking holistic financial management. Intellectus Partners redefines wealth management via a lifecycle advisory model, from business inception to impact investing. Their vision empowers clients to build and preserve self-made wealth, leveraging prosperity for enduring value personally and professionally.