Dedicated to serving military veterans

We have such respect for those who have served. Their duty, honor and patriotism ignite our passion to help them make the most of their military benefits and post-career business opportunities.

Wealth Intelligence is a veteran-owned business. Company founder Bryan Oglesby and Senior Associate Fredo Gonzalez have both proudly served. Our mission is to make a difference in the lives of all military personnel, whether it’s helping them plan for their transition to civilian life, a well-earned retirement or building a business and family legacy.

As fellow veterans, our goal is to always be of service to you and responsive to your needs. We will carefully design a financial plan and wealth strategy customized to your situation – to help you make the most of your personal wealth and military benefits.

SERVICES INCLUDE:

  • Financial planning
  • Benefits planning
  • Investment management
  • Business planning
  • Retirement planning
  • Estate, charitable giving and trust
  • Education planning
  • Insurance planning
  • Tax planning
  • Lending solutions

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.

Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services, Inc.

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Plainspoken advice for life’s financial complexities

Wealth Intelligence

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note: not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions which are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wealth Intelligence is not a registered broker/dealer and is independent of Raymond James Financial Services.

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