Intentional Wealth Partners logo

Intentional Wealth Partners

Updated today

Client AUM

$60,142,059

Clients

152

Advisors

4

across 2 offices

About

Intentional Wealth Partners serves individual and high‑net‑worth clients, offering discretionary portfolio management alongside a range of financial planning services including project‑based plans, hourly engagements, and subscription-based ongoing planning. The firm also conducts educational seminars and speaking engagements for organizations and the public, with seminars described as purely educational and sometimes provided pro‑bono.

The firm documents client objectives in individualized Investment Policy Statements, seeks discretionary authority to implement asset allocation using primarily ETFs and mutual funds, and applies both fundamental analysis and modern portfolio theory in constructing portfolios. Clients receive regular monitoring and periodic reviews, and the advisor integrates planning and investment management through ongoing subscription services or one‑time plan delivery.

What is distinctive about the firm is its pronounced focus on divorce‑related financial consulting and forensic valuation work alongside traditional wealth management; several team members hold specialized divorce‑financial, forensic, and valuation credentials and the firm discloses a related outside business that serves clients in divorce matters. Intentional Wealth Partners also maintains relationships with multiple custodial platforms and offers financial education and software development consulting, expanding its service mix beyond what many peers provide.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Divorce financial planning Business exit / sale strategy

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Fee options

Fixed

Project Based Financial Planning fixed fee ranges from $2,500 to $10,000 (negotiable); Ongoing Financial Planning upfront fee $500 to $2,500 and monthly fee $200 to $900 (negotiable)

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: Negotiable

Project-based

$400 per hour (may be negotiable)

Subscriptions

Ongoing Financial Planning: monthly fees paid in advance ranging from $200 to $900 per month (negotiable)

Main office

See office

7017 Pearl Rd, Suite 12

Cleveland OH 44130

Advisors at this office

3

Most active in

California · Florida · Ohio · Texas · Virginia

Also doing business as

Great Lakes Investment Management, LLC · Intentional Wealth Partners

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Jennifer B

CFP®

San Jose, CA

Intentional Wealth Partners

I am committed to supporting individuals through life’s transitions—whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. Change can be overwhelming, and my mission is to help clients move through it with confidence, security, and a clear plan for what comes next. With a holistic and compassionate approach, I help simplify complex financial decisions—addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Each plan is personalized to reflect your goals, values, and unique circumstances. Since beginning my career in 2006, I’ve worked across wealth management, employee benefits, and financial education. Over the years, I’ve seen how empowering it can be when people gain control and understanding over their finances—especially during uncertain times. I’m particularly passionate about working with Solo Agers and women navigating life transitions. Having rebuilt my own financial foundation after becoming a single mom in 2010, I understand firsthand the challenges and opportunities that come with starting over. Through persistence and smart financial choices, I achieved one of my proudest milestones—purchasing my own condo in 2021. I am based in the San Francisco Bay Area and work with clients all across the country. In my spare time, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and our two rescue cats, Turbo and Tyson. If you're ready to embark on your financial journey with a trusted partner by your side, I invite you to schedule a complimentary consultation with me at https://calendly.com/jenniferbush-iwp/intro-call. Together, we'll navigate life's financial transitions with confidence and purpose.

Divorce financial planning Divorced Women Widow/Widower Women Professionals
user avatar

Leah H

Series 65, Series 66

Cleveland, OH

Intentional Wealth Partners

Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Great Lakes Investment Management, LLC since 2017 and founded Great Lakes Divorce Financial Solutions, LLC in 2016, where she serves as President providing financial consulting and mediation services related to divorce. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management and a range of planning services including project-based, hourly, and subscription models. The firm is noted for its focus on divorce-related financial consulting and forensic valuation, alongside traditional wealth management, and conducts educational seminars for organizations and the public.

Divorce financial planning Business exit / sale strategy
user avatar

Michelle R

Series 65

Cleveland, OH

Intentional Wealth Partners

Michelle Raddell is a financial advisor at Intentional Wealth Partners in Cleveland, OH, with two years of industry experience. She holds the Series 65 designation and previously worked at John Carroll University and New York University. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and a variety of financial planning services, including project-based, hourly, and subscription-based options. The firm is noted for its focus on divorce-related financial consulting and forensic valuation work, integrating planning and investment management using ETFs and mutual funds.

Divorce financial planning Business exit / sale strategy
user avatar

Denise F

Series 63, Series 66

Cleveland, OH

Intentional Wealth Partners

Denise French is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Engrave Wealth Partners, Belpointe Asset Management, and Voya Financial Advisors. In addition to her advisory work, she is involved with Divorce Strategies Group, providing divorce mediation, financial education, and forensic accounting services. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management alongside a range of financial planning services. The firm combines investment management with specialized divorce-related financial consulting and forensic valuation work, utilizing fundamental analysis and modern portfolio theory in portfolio construction.

Divorce financial planning Business exit / sale strategy
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