Purposeful Wealth
Collective Expertise
Managed with Intent
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We Work with You to Make your Vision a Reality
At Intrua, we believe financial freedom deserves more than a plan, it demands a process. That’s why we bring together sophisticated wealth strategies, white-glove service, and unwavering professional responsibility to help turn your goals into outcomes as we work together to build your future.
Your journey to lasting confidence, clarity, and legacy starts here.
THE HORIZENT TEAM
The Horizent team at Intrua Financial is built on a foundation of experience, integrity, and lasting relationships. Led by Eric Kulwicki, CFA®, CFP®, Shawn Thomas, and Nate Baumann, our team partners closely with clients to create tailored strategies that help grow, preserve, and sustain wealth for generations to come.
*Eric Kulwicki is not affiliated with LPL Financial
Who We Are
Years of experience have prepared us to guide you through your life transitions.
Discover Our Difference
Independence. Honesty. Integrity. We believe values matter, and we live by ours every day.
Focused
Your goals shape your personal strategy, not market hype.
Interactive
We stay involved as your life evolves.
Proactive
You deserve transparent communication, with no surprises.
Your Vision Is Our Blueprint
Everyone has a different definition of freedom, and we design strategies to match. Whether you’re building a legacy, preparing for retirement, selling a business, or investing for growth, we start by listening. We combine technical precision with a personal touch to help you live fully and act with confidence.
Comprehensive Support
Through personalized advice and thoughtful strategies, we help individuals, families, and businesses build, preserve, and enjoy their wealth with confidence. By aligning financial planning, investment management, and estate strategies with each client’s unique goals, we create lasting impact, empowering them to thrive today while securing a strong foundation for future generations.
How We Can Help
More Than Advisors
We Are Your Partners in Your Financial Journey
Our team is backed by an institutional-grade investment team, a proactive service culture, and a deeply personal approach.
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