To Have Wealth and Purpose is the True Definition of Financial Freedom.
Transform Your Wealth Approach
“Success is not measured in dollars alone, But also in the way those that matter most to you describe you”
- Founder of Intentional
How Are We Different?
Our Intentional Way Process
We ANALYZE 193 unique data points about you
We CONNECT these data points to your financial and lifestyle needs and desires
We IDENTIFY the innate ways you act, think & feel when dealing with money
We IMPLEMENT all of this into actionable wealth building steps for you
Maximize
Once you clarify your vision for the next phase of your life, understanding how to maximize your resources becomes clearer and more purposeful. Maximizing your wealth is a deeply personal concept—it might mean securing the highest returns possible, or it could involve minimizing risk to achieve a stable return that supports your mission-driven goals. There’s no one-size-fits-all approach. The key is to align your financial strategy with your values and aspirations. When you focus on what truly matters to you, your financial plan will naturally evolve to support those goals, rather than being a detached, purely numbers-driven formula.
Traditional Wealth Services
Private Wealth Management
Investment Management
Wealth Building Strategies
Risk Management
Private Investment Opportunities
Mindset
Once you've achieved financial success, it's time to elevate your approach—moving beyond simple wealth accumulation to its deeper, more fulfilling purpose. Wealth can be a powerful tool for creating positive impact, opening doors to new opportunities, and investing in transformative experiences. Imagine the possibilities when you shift your mindset to see your wealth not just as a means of consumption, but as a resource for growth and contribution. It's about transcending the fear of losing wealth and embracing it as a catalyst for creation—transforming it from an end goal to a powerful means of enrichment.
Matter
It’s the moments that add up that are remembered when we all leave this earth. With a clear understanding of what moments are the most important to you and your tribe an enriched wealth approach allows you to truly live in each moment and even to create the moments that matter. Deliberat thought and embracing your creative vision for what you truly want out of the remainder of your time on earth is the fun part of your wealth journey. We’d love to accompany you along this phase!
What Should You Expect?
Extra Private Wealth Services
Exit & Succession Planning
Family Governance
Private Banking Solutions
Estate & Legacy Planning
Trust Services
Philanthropic Strategy and Planning
Pick a Convenient Time to Talk with Us
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.
Contact Us
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