Cleveland, OH Pearl Rd Office
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Intentional Wealth Partners
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Firm-wide stats for Intentional Wealth Partners
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.
Based on Intentional Wealth Partners
Expertise
Based on Intentional Wealth Partners
Location
7017 Pearl Rd, Suite 12
Cleveland OH 44130
Advisors at this office
3
Advisors at this office
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.
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.
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.
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