Why Choose Us?

Empowering your financial journey.

Our independent, client-centric approach ensures personalized, unbiased advice tailored to your unique financial needs. We deliver holistic, data-driven solutions that drive success.

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Who We Serve

Tailored Solutions for Diverse Needs 

 

We cater to a wide range of clients, each with unique financial goals and challenges.

Private Wealth Clients

Individuals, families, small business owners, medical professionals, pre-retirees, and retirees turn to us for help in building, preserving, and managing their wealth while navigating complex financial landscapes.

Institutional Clients

Endowments, foundations, and other institutions rely on us for comprehensive investment management, risk mitigation, and strategic planning to ensure long-term growth and sustainability.

How We'll Work Together

iPlan365

Our proven three-step process simplifies financial management and ensures thorough, personalized solutions for every client.

 

Grow Wealth:

This initial stage sets a strong foundation by defining annual financial goals and planning cash flow. Together, we'll review last year’s investment results and adjust your current positioning, conduct light tax planning to leverage early-year tax benefits.

 

 

Protect Wealth:

As we move into the year, our focus will shift to financial protection with tax optimization, estate planning, and a review of beneficiary designations. We'll discuss and implement risk management strategies to ensure your assets are protected.

 

 

Optimize Wealth:

Finally, we'll close the year with an effort to maximize financial outcomes, finalizing and implementing tax strategies discussed throughout the year and ensuring optimal tax efficiency to support the growth and preservation of your wealth.

 

Our Services

Holistic Solutions for Every Financial Need

 

At Intentional Wealth Strategies, we offer a comprehensive suite of services tailored to the specific needs of both private wealth clients and institutions. Our personalized approach ensures that we address every aspect of your financial life, helping you achieve security and peace of mind.

 

Private Wealth Services:

 

Holistic Financial Planning
Strategic Asset Allocation 
Portfolio Management
Tax Optimization Planning
Estate & Legacy Planning
Retirement Planning 
Charitable Planning
Risk Management & Insurance
Education Saving Planning
Cash Flow Planning
 

Institutional Services:

 

Investment Policy Development
Portfolio Management
Fiduciary Oversight
Endowment Management
Alternative Investments
Custom Benchmarking
Liquidity Management
Board and Staff Education
Strategic Financial Planning
 

 

 

 

Explore Our Services

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