Intentional Wealth Strategies

Form CRS

Intentional Wealth Strategies (“IWS”) is an SEC registered investment adviser located in Colorado Springs, CO. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of IWS’s web site on the Internet should not be construed by any consumer or prospective client as IWS’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. 

A copy of IWS’s current written disclosure statement as set forth on Form ADV, discussing IWS’s business operations, services, and fees is available from IWS upon written request. IWS does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

PRIVACY POLICY: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.