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.
- 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.