intellicents Personal CFO Email Format

Financial ServicesKansas, United States2-10 Employees

intellicents Personal CFO is a financial services firm providing wealth management services to successful families and entrepreneurs. Based in Overland Park, Kansas, the company operates with a small team and emphasizes active listening to simplify complex financial matters. It describes its approach as preserving core advisory relationships under a refreshed brand and expanded services. 

It focuses on helping clients with smart money decisions, tax minimization, safeguarding assets, supporting loved ones and a business, and guiding charitable giving. A notable recent development is its 2023 partnership with Standard Insurance Company to roll out a pooled employer plan.

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