Unapolagetically You — Wealth Management
We have the tools, expertise, models, and tech. But the real fulfillment happens when your plan finally matches you.
“My aUM multiplied and my enjoyment in the business soared, when i stopped trying to look like everyone else in the industry.”
James Roberts, Founder - Intentional
The Reason we Exist.
What Makes Us Different?
We make wealth management fun
We believe in complete transparency
We marry expertise & experience with curiosity and compassion
We minimize the hidden fees littered in our industry
We built our firm for to serve our clients over ourselves
We’ve done it and it feels great!
Why Partner with Intentional?
Keep More of What You Earn: Enjoy payouts starting at 85%, with ZERO hidden fees or confusing grids.
More Support that Leads to New Business: We provide you with resources to rival Private Banks and Family Offices (advanced estate & trust planning and review, philanthropic strategies, customized fixed income, tax strategy collaboration, etc.).
We Give You Back Your Time: Focus your time doing the things you love to do and know will help deepen your relationships with clients, referral sources and loved ones.
Align with Your Purpose or Borrow Ours: Soak in the energy that our mission and purpose ooze from every interaction with us.
Who We’re Looking For
We're expanding—but not with just any advisor. We're seeking advisors who:
Have an existing book of business to transfer
Are looking to expand their resources to help service existing clients and attract new cilents
Embrace true teamwork and lead with compassion.
Treat your clients like a friend or family member
While our platform is tailored for ultra and high-net-worth households, we also work with clients building toward that level. We’re here to help you scale alongside your c.
Resources & relationships
Credentials Matter. Character Matters More.
Plenty of firms showcase impressive résumés and credentials — and we can match up with any of them. Our team includes professionals with Master's degrees in Taxation, Chartered Financial Analysts (CFAs), Certified Exit Planning credentials, and attorneys skilled in advanced estate planning strategies.
But what truly sets us apart isn’t just what’s on paper — it’s how we show up.
At Intentional, technical excellence is paired with something harder to find: a culture of humility, service, and genuine curiosity. We don’t lead with how smart we are — we lead by listening. Because understanding what you need matters more than showing what we know.
What Should You Expect?
Simplicity & transparency
Minimum Payout of 85%
Zero Hidden Fees
Wealth Building Strategies
Portfolio Management Consultation
Alternative Investment Opportunities
Experienced Transition Team
Client Resources
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
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
