Guiding Your Financial Future with Purpose
Intentional Wealth Strategies is dedicated to helping families, individuals, and institutions reach their financial aspirations through comprehensive planning and expert guidance. Our team delivers personalized, impartial advice that empowers you to manage your finances with confidence and clarity.
Our History and Mission
Committed to Your Financial Well-being
Established in Colorado Springs, Intentional Wealth Strategies was founded on the belief that independent, comprehensive financial advice is key to achieving financial freedom. Our mission is to support our clients in making well-informed, value-driven financial decisions that fulfill their long-term objectives. We strive to offer customized strategies that promote financial security and peace of mind.
What Sets Us Apart
Our Distinctive Approach to Financial Management
At Intentional Wealth Strategies, we pride ourselves on our distinctive approach that blends independence, expertise, and a client-centric focus to deliver exceptional financial planning and investment management services.
We don’t just claim to be holistic—we live it. Our approach focuses on tax planning and multigenerational wealth management, addressing the unique needs of our diverse clientele, including pre-retirees, retirees, businesses, medical professionals, and foundations.
True Independence: Unlike other firms, we are not constrained by affiliations or restrictions. Our independence enables us to provide unbiased advice and access to a wide range of investment options, ensuring our clients receive the best solutions aligned with their goals.
Client-Centric Approach: At the core of our values is a dedication to our clients. We prioritize building trusted relationships and being reliable partners who navigate the complexities of their finances with transparency and integrity.
Expert Research and Analytics: Our team includes a Chartered Financial Analyst (CFA), ensuring that our investment strategies are backed by rigorous research and detailed analytics. This expertise allows us to provide well-informed, data-driven solutions that optimize financial outcomes for our clients.
Unique Investment Strategy: Our distinctive approach to investment management starts with a static asset allocation strategy to ensure you're neither under nor over-weighted. This careful calibration is the foundation of our strategy to maximize gross returns and keep more money in your pocket.
Meet Our Team
Experts Dedicated to Your Financial Success
The team at Intentional Wealth Strategies consists of seasoned professionals who are passionate about guiding clients toward their financial goals. Learn more about our dedicated team members:
Chris brings extensive expertise in financial planning and investment management. As a Chartered Financial Analyst (CFA), Chris is committed to delivering evidence-based investment strategies and personalized financial planning to meet each client’s unique needs.
Rich focuses on tax planning and multigenerational wealth management. With a deep understanding of complex financial issues, Rich is dedicated to creating tailored strategies that ensure enduring financial security and prosperity for clients.
Start Your Journey to Financial Security
Reach out to us today and begin your path to achieving financial peace of mind.