wealth + happiness

activating founders, ultra high net worth families and entrepreneurs towards your true impact

explore

What inspires you? What makes you, you?

Joy and wealth are not mutually excusive—they can be optimized together. The Intentional Way Process goes deeper than traditional financial planning and advising, using machine learning and data analysis to uncover your true purpose and priorities.

This clarity empowers you to maximize both your wealth and your happiness.

maximize

As a wealth management firm, we understand our role in helping you to maximize your wealth.

We work to: optimize your tax efficiency, manage your risk, design your investment portfolio to meet your prioritized needs & wants, and to protect your wealth and loved ones from the unexpected.

transcend

Maximized wealth focuses primarily on growing financial assets, sometimes prioritizing numbers over purpose.

Transcendent wealth goes beyond material accumulation, aligning money with values, relationships, and legacy.

It’s about creating a meaningful, lasting impact that enriches both your life and the lives of others long after your gone from this earth.

This is our goal for every client.

WHAT SHOULD YOU EXPECT?

  • Private Wealth Management

  • Intentional Financial Planning

  • Investment Management

  • Wealth Building Strategies

  • Liquidity and Exit Planning

  • Private Investment Opportunities

  • Family Governance

  • Private Banking Solutions

  • Risk Management

  • Estate & Legacy Planning

  • Trust Services

  • Philanthropic Strategy and Planning

how 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

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.

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