Intersect Capital

Intersect Capital LLC is an employee-owned investment management firm based in San Ramon, California, with an additional office in Los Angeles. Founded in 1997, the firm primarily serves high-net-worth individuals, including business owners, entrepreneurs, athletes, and entertainers. Intersect Capital offers a comprehensive suite of services that includes wealth management, tax and estate planning, risk management, and concierge-style services. The firm employs a diverse approach to investment, utilizing fundamental, technical, cyclical, and charting analysis to navigate public equity markets. Its unique combination of tools and resources aims to help clients define their financial landscape and achieve their aspirations, distinguishing it from traditional financial planning and family office services.