A complete list of active advisors currently associated with Intentional Wealth Strategies

Warmer can help you find a great advisor at Intentional Wealth Strategies or one who fits your needs even better.

Intentional Wealth Strategies serves individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations, corporations and retirement plans. The firm offers comprehensive wealth management that combines financial planning and discretionary investment management with retirement plan consulting and a separate estate‑planning consulting service facilitated through a third‑party technology platform. The firm follows an evidence‑based investment process that emphasizes global diversification, factor exposures (e.g., size, value, momentum) and fundamental analysis, and it implements portfolios using mutual funds, ETFs, individual equities and fixed income, options, independent managers and occasional privately placed securities. Accounts are generally managed on a discretionary basis, with allocations tailored to each client’s risk tolerance, time horizon and liquidity needs, and subject to ongoing monitoring and rebalancing. Noteworthy aspects include a formal, fixed‑fee estate planning consulting offering delivered via the Wealth, Inc. application and the firm’s ability to provide ERISA plan services — including acting as a discretionary 3(38) fiduciary or a non‑discretionary adviser and providing participant‑level education. Intentional Wealth Strategies is a recently registered adviser operating with a three‑advisor team managing about $171 million in discretionary assets and receives institutional custody and technology support from a major custodian that is tied to asset‑level thresholds.

To learn more about the advisors currently working at Intentional Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.