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.
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.
Who We Serve
Tailored Solutions for Diverse Needs
We cater to a wide range of clients, each with unique financial goals and challenges.
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
Start Your Journey to Financial Freedom
Take the first step toward financial confidence today.
