Josh Label
Vita Intellectus

Tel: (425) 406-6830
3400 Carillon Point
Kirkland, WA 98033

Bringing simplicity to the complexities of life!

Vita Intellectus | Financial Advisor in Kirkland ,WA

About Vita Intellectus

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Vita Intellectus is an independent registered investment advisor which provides open architecture, fee-based comprehensive wealth management services to individuals, families, businesses and institutional investors.

Our advisors have dedicated their careers to private wealth management. What sets us apart is our integrity, dedication to excellence, client centric approach and a philosophy to always give more than you take. We strongly believe that the best wealth advisory relationship should be free from conflicts of interest, which is why we provide fiduciary advice in its purest form.

With strong conviction and leadership, our sole focus is to understand each client individually and provide solutions to help them achieve their goals...Bringing Simplicity to the Complexities of Life.


General Information

Firm Start Year:   2011
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab Institutional
States Licensed in:   WA
Number of Years with Current Firm:   4


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   120
Firm's Number of Planning Clients:   120
Firm's Number of Managed Clients:   120
Assets Managed by Firm:   140M
Assets Managed by Advisor:   140M


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets


Education

Bachelor Arts Business Administration  University of Washington - Seattle
September 2000-June 2004



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, if we find there is not synergy within the first few months we will refund clients.
  • What are your qualifications? What is your education background? University of Washington Bachelor Arts in Business Administration. Additionally I have 10 years of experience leading clients to focus on
  • What is your approach to financial planning? Deciphering the purpose for your financial resources, focusing on these opportunities and overcoming obstacles. We achieve this by providing
  • What services do you offer? Private Family Office, Holistic wealth advisory, Retirement Planning, Wealth transfer strategies, Comprehensive Asset Management, Executive Compensation, Concentrated Stock, Dynasty planning, Privately Held Business solutions, Real Estate Planning, Education planning.
  • How many clients do you currently manage? 140
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Josh Label

Josh Label

CRPC®


Josh Label

Formal Education after high school:
2004 University of Washington - Bachelor Arts in Business Administration

Business Background

10/2011 - Present Vita Intellectus - Kirkland, WA
Principal, Managing Member and Investment Adviser Representative

08/2006 - 10/2011 Ameriprise Financial - Kirkland, WA
Financial Advisor

10/2005 - 08/2006 Bank of America Investment Services Inc. - Edmonds, WA

09/2004 - 08/2006 Bank of America - Edmonds, WA
Personal Banker

Licenses and Other Professional Designations:
Series 63,66

My Team


Lauren A. Ozuna
Lauren A. Ozuna Senior Wealth Advisor
2006 - AG Edwards, 2006-2008 - Ameriprise, Financial Advisor, 2008-06/2011 - Fidelity, Investments Representative, 06/2011 - 10/2017 Charles Schwab, Vice President Financial Consultant

Office Hours

wiseradvisor-balck-li-img Mon. 6:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 6:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 6:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 6:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 6:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 11:00 AM - 3:00 PM