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Press Release


Tuesday, February 24, 2015

Financial Horizons Becomes Intersect Capital


Rebrand Reflects Wealth Management Firm’s Full Spectrum of Offerings 

SAN RAMON, Calif., February 24, 2015– Financial Horizons Wealth Building Strategies LLC, an independent asset management firm based in California, announced today that it has rebranded itself as Intersect Capital LLC.  The change coincides with the launch of Family Office Services (FOS), a full suite of financial planning and asset management solutions for a unique set of clients led by personal finance veteran Joe McLean.  The FOS line of investment management, risk management, advanced multi-generational wealth planning and full lifestyle management will serve the firm’s current clients in addition to McLean’s client base of professional athletes and entrepreneurs.

“Joe and his team bring a deep skill set and a wide array of offerings that define Intersect Capital,” said Dave Shiell, managing partner of Intersect Capital.  “We are excited for the opportunity they bring to expand our menu of financial planning and wealth management services, and to work with a prestigious group of new and potential clients.”

Intersect Capital offers wealth management to assist clients in building a portfolio to meet their financial goals through a combination of equities including, but not limited to, real estate, money market funds, bonds and exchange-traded funds (ETFs).  The firm also provides financial planning to assist clients with focused issues including estate planning, charitable giving, business retirement plans and debt management.

“I’m excited about Intersect Capital because of the opportunities it creates for our clients,” said Intersect Capital managing partner McLean. “It’s crucial for our professional athletes and business leaders to have access to long-term financial and investment planning as well as a networked experience at Intersect.  These are solutions we can present to clients thanks to the firm’s expertise.

About Intersect Capital
Intersect Capital (www.intersectcapitalllc.com), based in San Ramon, California, specializes in traditional wealth management and administration, tax and estate planning, and risk management.  Its family office services includes expertise in lifestyle management, property management and bill pay.  Intersect Capital is affiliated with Armanino LLP  (www.armaninollp.com) -- a tax and consulting firm and AMF Media Group (www.amfmediagroup.com)  -- a full service advertising and public relations agency.