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How does the advisor help clients – Key Takeaways:
INTENTIONAL WEALTH PARTNERS is a team of financial experts who provide personalized financial services to their clients. Their goal is to help their clients achieve their financial goals and secure their future through strategic planning and investing.
Facts and Insights
As an independent firm, INTENTIONAL WEALTH PARTNERS has no obligations to sell certain products or meet sales quotas. This allows them to put their clients’ needs first and provide unbiased advice.
The team at INTENTIONAL WEALTH PARTNERS consists of experienced financial advisors who have a deep understanding of the market and various investment options. They stay up-to-date with industry trends and continuously educate themselves to provide the best possible service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10 years |
Financial Services Offered
INTENTIONAL WEALTH PARTNERS offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance advice
- Education planning
Client Types
INTENTIONAL WEALTH PARTNERS works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Executives
- Non-profit organizations
Fees & Compensation
INTENTIONAL WEALTH PARTNERS charges clients a fee based on a percentage of their assets under management. This fee structure ensures that their interests are aligned with their clients’ long-term success. They do not receive any commissions or incentives for recommending certain products or services.
Background
INTENTIONAL WEALTH PARTNERS was founded in 2010 by John Smith, a financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of highly qualified financial advisors who share the same passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, INTENTIONAL WEALTH PARTNERS is required to disclose any potential conflicts of interest or disciplinary actions. This information can be found in their Form ADV, which is available upon request or on the Securities and Exchange Commission’s website.
Additionally, INTENTIONAL WEALTH PARTNERS adheres to a strict code of ethics and puts their clients’ best interests first in all their recommendations and decisions.