Colorado Springs, CO Office
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Intentional Wealth Strategies
Supported
Firm-wide stats for Intentional Wealth Strategies
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.
Based on Intentional Wealth Strategies
Expertise
Based on Intentional Wealth Strategies
Location
1125 Kelly Johnson Blvd., Suite 111
Colorado Springs CO 80920
Advisors at this office
2
Advisors at this office
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.
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