This isn't for everyone. It's designed that way.
- 01 A portfolio managed, with nothing else discussed
- 02 A financial plan generated from a questionnaire
- 03 The highest return, full stop
- 04 An advisor who doesn't ask hard questions
- 01 Facing a sale, retirement, inheritance, or other major transition
- 02 Wanting your CPA, attorney, and advisor aligned
- 03 Wanting your wealth to reflect what actually matters to you
- 04 Looking for a Private Wealth relationship built around significant financial complexity
Intentional Private Wealth is designed for individuals and families with $5M+ in investable assets, or those approaching a liquidity event expected to bring them there.
Not a risk score. Not a personality test. The most complete picture of how you make decisions that most people have ever seen of themselves.
Built on one of the most sophisticated psychometric tools used in executive coaching worldwide. We applied it to something most coaches never consider: how the way you're wired shapes every financial decision you make. Learn more about the framework behind the assessment.
I've never meaningfully impacted a client by increasing their balance sheet. I have absolutely impacted clients meaningfully by providing them with clarity and understanding of their ultimate legacy they are connected to at their core. That's what brings me back.
Simple to experience. Profound in what it changes.
No pitch. No agenda. A candid discussion about where you are, what you're navigating, and whether we're the right fit for each other.
Completed online. 30 minutes. 193 data points. The most complete picture of your decision-making you've ever seen.
Reviewed with a certified Enneagram coach. You understand yourself before we ever discuss strategies. That changes everything.
Once we know how you think about wealth, the strategy becomes clear.
The decisions that determine how your exit turns out happen before the LOI is signed. We work with business owners on tax structure, QSBS eligibility, charitable vehicles, and what life looks like after the wire hits. We get involved well before the transaction is final.
An estate plan is a legal document. A legacy is something different. We help families get clear on what their wealth is actually for before the documents are ever drafted.
Your tax bill is a byproduct of the decisions made throughout the year. We build tax strategy into every investment decision: asset location, harvesting, Roth conversions, and charitable vehicles. The number in April should be one you planned for.
Access to private equity, private credit, and real assets means nothing without an honest evaluation of whether they belong in your specific portfolio. We evaluate fit, not just access.
The work that has to happen before the letter of intent is signed. Most of the options that matter close the moment it is.
Qualified Small Business Stock can eliminate federal capital gains tax entirely on a qualifying sale. The window to use it closes before the transaction does.
Golf is fun for a while. Then it gets old. What nobody prepares you for after the wire hits, and why it belongs in the planning conversation before the deal closes.
The board seats fill the calendar. The philanthropy fills the announcements. Neither one answers the question of who you are without the thing you built.
I've never meaningfully impacted a client by increasing their balance sheet. I have absolutely impacted clients meaningfully by providing them with clarity and understanding of their ultimate legacy they are connected to at their core. That's what brings me back.
.jpg)
The question that changed everything.
In 2014, James Roberts faced three events in three years that no financial plan had prepared him for. His brother's cancer diagnosis. A car accident he shouldn't have walked away from. The birth of his son Hudson — only the 46th documented case in the world with his rare genetic syndrome.
Those years forced a harder question. What is wealth actually for?
The answer wasn't in a portfolio or a plan. It was in understanding how he was wired. Once that became clear, the financial decisions became simple.
That clarity is what Intentional is built to give every client — before strategies, before allocations, before anything.
Read our storyThe most important financial conversation starts with you. Not your portfolio.
Not a pitch. Not a proposal. A candid discussion about where you are, what you're navigating, and whether we're the right fit for each other.
Discover your Wealth Identity → We work with a limited number of clients. Introductory calls are by appointment.