Intentional Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intentional Wealth Strategies serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans with integrated wealth management, financial planning, and retirement‑plan consulting. The firm also offers estate planning consulting through a third‑party technology platform and makes turnkey model portfolios available to participating clients.
The firm follows an evidence‑based, disciplined investment process that combines fundamental analysis with factor‑based exposures (for example, size, value and momentum), global diversification and ongoing rebalancing, and tailors allocations to each client’s risk tolerance and objectives. IWS uses independent managers and occasional privately placed vehicles while managing client accounts on a discretionary basis and providing regular portfolio monitoring.
Noteworthy aspects of the firm include its recent registration (2023) and a TAMP arrangement where BlackRock constructs model portfolios and an outsourced execution provider implements those models while IWS retains investment discretion and absorbs execution costs. The brochure also discloses that IWS offers ERISA 3(38) discretionary and non‑discretionary plan services and that certain supervised persons are licensed to sell insurance products, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services ranging from $2,000 to $10,000; Estate planning consulting fixed fees between $500 - $5,000
Under $500,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% Above $3,000,000+: Negotiable
Certain supervised persons offer insurance products under separate commission-based arrangements
Minimum fee: Fixed start-up financial planning and consulting fees ranging from $2,000 to $10,000; Fixed estate planning consulting fees ranging from $500 to $5,000 Fee-only: Fees are only fee-based (except for insurance agents operating in individual capacities under commission-based arrangements)
Main office
See office1125 Kelly Johnson Blvd., Suite 111
Colorado Springs CO 80920
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Maryland · Texas
Also doing business as
Intentional Wealth Strategies · Long Carroll Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher L
CFP®, CFA®, Series 63, Series 66
Colorado Springs, CO
Intentional Wealth Strategies
Christopher Long is a CFP® and CFA® with 20 years of industry experience. He is currently with Intentional Wealth Strategies in Colorado Springs, where he has worked since 2020. His prior roles include positions at Raymond James Financial Services, Ameriprise Financial Services, Charles Schwab, and Morgan Stanley. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment process that combines fundamental analysis with factor-based exposures and global diversification, tailoring portfolios to clients’ risk tolerance and objectives.
Richard C
CFP®, Series 63, Series 65
Colorado Springs, CO
Intentional Wealth Strategies
Richard Carroll is a CFP® with 15 years of experience in financial advising, currently with Intentional Wealth Strategies in Colorado Springs, CO. His prior experience includes roles at Raymond James Financial Services and First Ascent Financial. Intentional Wealth Strategies serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with integrated wealth management, financial planning, and retirement-plan consulting. The firm employs an evidence-based investment approach that incorporates fundamental analysis, factor-based exposures, and global diversification, tailoring portfolios to client risk tolerance and objectives.
Blake L
Series 65
Elkridge, MD
Intentional Wealth Strategies
Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with one year of industry experience. He holds the Series 65 designation and has worked in self-employed roles prior to joining Intentional Wealth Strategies. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with global diversification and tailor-made allocations based on client risk tolerance and objectives.
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