Your Wealth Evolved — The Architecture of Endurance
Intellect builds and guards wealth, but only soul can make its impact everlasting.
“My business 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?
Because wealth management should feel alive — not stiff
Because hidden fees don’t belong in an honest relationship
Because expertise without genuine curiosity is useless; and strategy without compassion misses the point.
Because what matters most isnt’ money — it’s meaning
Because life isn’t just about numbers — it’s about the small stuff that makes it all worth it
Because it’s not just wealth — it’s weath evolved and it feels damn good.
For ADVISORS — Why Partner with Intentional?
We are not looking for any advisor. We are looking for the ones who give a damn — about clients, about meaning, about doing this business the right way.
KEEP MORE OF WHAT YOU EARN
No smoke. No mirrors. Payouts start at 85% with zero hidden fees, no confusing grids, and no bureaucracy standing between you and your clients.
GET REAL SUPPORT — NOT LIP SERVICE
You’ll have access to the kind of resources private banks brag about: advanced estate and trust design, philanthropic strategy, customized fixed income, and hands-on tax collaboration. We make you sharper, faster, and more indispensable to the people you serve.
WIN BACK YOUR TIME
Spend it where it actually matters — deepening relationships with clients, referral partners, and the people you love. We handle the noise so you can focus on the signal.
ALIGN WITH YOUR PURPOSE — OR BORROW OURS
We’re a firm built on curiosity, compassion, and conviction. Our mission has gravity, and you’ll feel it from day one. If you already have your own “why,” bring it. If not, we’ll help you find it.
Because at Intentional, you don’t just build a book — you build a life that stands for something.
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 clients.
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 Advisors & Clients can 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!
