Intersect Wealth Advisors Email Formats
Financial Services • 
Dubuque, Iowa, United States • 1-10 Employees
Intersect Wealth Advisors Email Formats
Intersect Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@intersectwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@intersectwealth.com | 100% |
Key Contact at Intersect Wealth Advisors
Eric May
Co-Founder
Company overview
| Headquarters | 788 Main St, Dubuque, Iowa 52001, US |
| Phone number | +15635009125 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
About Intersect Wealth Advisors
Historically, the wealth management industry has been focused on selling products or investment performance rather than solving clients’ problems. For this reason, we are intentional about our approach to wealth planning, working to always act in the best interest of our clients. We created Intersect Wealth Advisors so our advisors could provide objective advice. As fiduciaries, we take a family office approach to providing evidence-based investment solutions and comprehensive financial, tax and estate planning. We have actively partnered with Mariner Platform Solutions to provide you with the expertise and vast range of resources and services.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Intersect Wealth Advisors has 1 employees across 1 departments.
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Number of employees
Funding Data
Intersect Wealth Advisors has never raised funding before.
Intersect Wealth Advisors Tech Stack
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Frequently asked questions
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