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.
Holistic Financial Planning: 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.