About Us

Who We Are

Our company was started in 2012 by our founder, James Roberts. Originally “RT Wealth” was similar to almost every other financial planning firm with the mission of helping people to manage their investments and risks.

Only two years into our existence the first of 3 life changing events occurre in James’ life. His brother was diagnosed with cancer. This was followed by a near fatal car accident and finally the birth of James’ son Hudson as the 46th person ever born with his rare genetic syndrome.

It was after overcoming these 3 events, that James felt led to transform the way he personally managed his own wealth and life. 
What he uncovered in his own process is what we offer to every one of our clients. We all have one life to live. You can either let it happen and hope in the end that it aligned with what truly inspires and motivates you, or you can get deliberate and be intentional about what those things are and how you choose to live from now on.

FAQ

  • Yes. As a Registered Investment Advisory Firm (RIA), we have a fiduciary responsibility to do what is in the best interest of our clients at all times. This is above and beyond the “Prudent Man” rule of non-fiduciary firms. We do not offer commission based products.cription text goes here

  • As a Registered Investment Advisor (RIA), we operate on a fee-based model, meaning we charge clients based on a percentage of assets under management (AUM), rather than earning commissions on product sales. This structure aligns our interests with those of our clients, ensuring transparency and minimizing conflicts of interest in accordance with SEC regulations.

  • At Intentional, we offer comprehensive services including private wealth management, investment management, financial planning, tax planning, estate and legacy planning, and philanthropic strategy and planning.

    Our dedicated teams work closely with clients to align their financial strategies with personal values and aspirations, ensuring a purposeful and fulfilling wealth experience.

  • We utilize our Intentional Way process to analyze 193 unique data points about you so we can tangibly connect how you think, feel & act with your wealth management priorities and decisions.

    Unlike traditional firms that focus solely on returns, Intentional takes a holistic approach—combining private wealth management, financial planning, tax strategy, and legacy planning to create sustainable, meaningful wealth beyond just financial success.

  • Currently, we choose ot custody our clients assets with Raymond James Financial, headquartered in Tampa, Florida.

  • We are fee conscious advisors. As such, we utilize Exhange-Traded Funds (ETFs), Individual Equities, Individual Bonds, and limited Mutual Funds to help our clients to accomplish their wealth goals. For our Qualified Investors, we also offer alternative and private placement opportunities.

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