About Intentional Wealth Strategies
Intentional Wealth Strategies is a leading financial advisory firm that provides expert guidance and strategic planning to help clients achieve their financial goals. Founded by a team of experienced and knowledgeable advisors, Intentional Wealth Strategies prides itself on delivering personalized and comprehensive financial solutions to its diverse clientele.
How the Advisor Helps Clients – Key Takeaways:
- Expert guidance and strategic planning
- Personalized and comprehensive financial solutions
- Diverse clientele
Facts and Insights
The following table provides a snapshot of the assets under management, number of advisors, and time in business for Intentional Wealth Strategies:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 25+ years |
Financial Services Offered
Intentional Wealth Strategies offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
The firm works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Families
- Retirees
- Young professionals
Fees & Compensation
Intentional Wealth Strategies is a fee-based advisor, meaning that fees are charged for their services based on a percentage of the client’s assets under management. The firm is transparent about their fee structure and provides a clear breakdown of fees to clients.
Background
The team at Intentional Wealth Strategies has a combined experience of over 50 years in the financial industry. They are highly knowledgeable and stay up-to-date on the latest market trends and strategies to provide the best guidance and solutions for their clients’ financial needs.
Financial Advisor Disclosures to Know
As a financial advisor, Intentional Wealth Strategies is committed to transparency and follows all regulations and disclosures set by the Securities and Exchange Commission (SEC). This includes providing clients with a written document known as the Form ADV, which outlines the advisor’s background, qualifications, services offered, fee structure, and any potential conflicts of interest.