Intellectual Wealth Group

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.


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Intellectual Wealth Group: An Ameriprise advisory practice serving the Canfield, OH area.
Intellectual Wealth Group: An Ameriprise advisory practice serving the Canfield, OH area.

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Advisors

Elizabeth Matthews, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Elizabeth Matthews

CRPC, APMA

Financial Advisor

Visit Elizabeth Matthews's website
Joel D Matthews Sr, Private Wealth Advisor serving the Canfield, OH area - Ameriprise Advisors

Joel D Matthews Sr

MBA, ChFC®, CRPC, CLU®, APMA, AWMA℠

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Joel D Matthews Sr's website
Nathan Roman, Private Wealth Advisor serving the Canfield, OH area - Ameriprise Advisors

Nathan Roman

CFP®, CRPC, ChFC®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Nathan Roman's website
Joel D Matthews II, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Joel D Matthews II

MBA, CFP®, APMA, CRPC

Financial Advisor

Visit Joel D Matthews II's website
Christina M Matthews, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Christina M Matthews

Financial Advisor

Visit Christina M Matthews's website
Kyle D Vaclav, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Kyle D Vaclav

CFP®

Financial Advisor

Investment Specialist
Visit Kyle D Vaclav's website

Team

Katie C. McDermott

Katie C. McDermott

Paraplanner,

Office Manager
Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Financial Planning Analyst
Rebecca W. Nelson

Rebecca W. Nelson

Client Relationship Manager,

Marketing Manager