wealth + happiness

be prepared to live the moments with those that matter most

clarity

Joy and Wealth are often thought to be mutually exclusive by many. It is not difficult to see why. Deciphering between wealth and happiness is not always easy. There is often an imbalance favoring one over the other. Even with the awareness of this, many cannot find a way to change this dichotomy.

The truth is that joy and wealth can be realized and optimized simultaneously, and there is no magic wand required to accomplish this.
The answers are legitimately within you. The problem is finding the right questions to bring those answers to the forefront.

The Intentional Way Process goes far deeper than the typical questions you’ve heard from previous financial advisors.

Instead of asking you what your purpose, objectives, passions, and goals are; we utilize machine learning and data analysis to provide those answers for you.

This is how we provide crystal clear clarity for you and your legacy so that you can maximize your wealth AND your joy & happiness.

right now

Don’t talk about it, be about it. That’s our motto with taking charge of your wealth and your joy. So, our process is built to be as efficient as possible. For Individuals & Families, our process is 10 days. For business owners, our process is 30 days.

Once we define what your motivators and limitations are, we work quickly to integrate them into or out of your financial plans.

The result is a financial plan that is built around your happiness, instead of the other way around..

a plan designed only for you

WHAT SHOULD YOU EXPECT?

  • A Registered Investment Advisory (RIA) team of experts (CFP®, CFA®, CExP™)

  • Investment, Estate, Tax, Retirement, and Succession Planning

  • A personalized & connected financial plan

  • To be inspired and motivated to trust your own path

  • Advisors that work hard and play hard

  • To have fun while planning important matters

WHY ARE WE DIFFERENT?

our intentional way process

  • We analyze 193 unique data points to understand what makes you unique

  • We assess your financial behaviors

  • We educate you on the 5 Essential Domains of Wealth

  • We build strategies to optimize each area

  • We deliver a connected plan to maximize your joy & wealth

OUR SERVICES

  • Wealth Identity Planning

  • Investment Management

  • Wealth Protection

  • Tax Strategy

  • Legacy & Estate Planning

  • Strategic Philanthropy

Families & Individuals

Individuals & Famiilies

Pro Athletes

Business Owners

Institutional

learn more now

Ready to learn more about how our process may be able to help you maximize your wealth alongside of your joy. Chat with us for a quick 15 minute call to learn more or answer your questions.

Our
brand vision

Breaking boundaries, we want to challenge our members to view their wealth decisions and choices from a different point of view.

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