The Pursuit of more
It all begins with an idea.
Moving Beyond Maximized Wealth.
When clients come to us, their focus is clear: more money, more tax savings, more communication. And as a wealth management firm, we respect and embrace our role in helping clients pursue “more.” That’s why we’ve built a team of experts—from Chartered Financial Analysts (CFA) to CERTIFIED FINANCIAL PLANNERS™, attorneys, and CPAs.
But expertise and experience alone aren’t what set us apart. Industry giants like JP Morgan, Goldman Sachs, and Merrill Lynch are filled with experts. What differentiates Intentional is our focus on transcendent wealth—taking clients beyond maximizing their financial returns to aligning wealth with deeper purpose and fulfillment.
Maximized wealth is the starting point. It requires sacrifices: time away from loved ones, meticulous planning, and the courage to embrace calculated risks. It’s the entry ticket to success, but it’s not the destination.
Transcendent Wealth: The Next Level
Transcendent wealth isn’t just about financial gains; it’s about aligning money with values, creating meaningful impact, cultivating a legacy mindset, and finding deeper joy and connection. It’s about more than what fills your bank account—it’s about what fills your cup.
How do you achieve it? By taking deliberate steps to understand yourself:
Discover your motivators. Identify what truly drives you—not what you think should, but what genuinely inspires fulfillment.
Understand your centers of expression. Learn whether you instinctively think, feel, or act first and how this shapes your financial behaviors.
Explore your beliefs. Analyze your deep-seated beliefs and understanding about money that influence your financial decisions, for better or worse.
Identify blind spots. Pinpoint weaknesses and strengths shaped by your motivators and beliefs, and create strategies to optimize or overcome them.
These insights not only transform your own wealth experience but can also be passed down to future generations. Imagine equipping your children and grandchildren with a clear understanding of what motivates and challenges them financially, enhancing their connection to the legacy you’ve built.
Maximizing wealth is essential, but transcendent wealth unlocks purpose, fulfillment, and a legacy that lasts. If you’re ready to explore this journey, click here to learn more.
For now, we wish you all the best in your pursuit of more.
Family owned or founder led
Family owned and founder led companies are born out of passion, purpose and a connected motivation to improve something.
We specialize in serving family-owned and founder-led businesses—companies built on passion, purpose, and a vision far deeper than profit alone. For owners who care solely about money, the process is simple: maximize the price and move on. But for those who prioritize legacy, loyalty, and the people who helped build their success, the journey is far more meaningful—and complex.
You may have kids you would like to take the business over one day. You may have key employees who joined you when the business was immature and broke. As a result of their hard work and contributions to the growth of your business, you may have aspirations to reward them in your exit plan. Your legacy is more closely tied to this type of a business than a hired CEO who’s main goal is to maximize their own pockets in the transition of leadership.
Interestingly enough, we’ve experienced the difference between a family owned or founder led company in our own industry. As a firm that opened in 2012, we’ve custodied our clients money in several different places. It wasn’t in pursuit of a pay day for our firm. In multiple cases, we actually paid to leave. It’s the culture. Profitablity trumped service. Ego’s wouldn’t allow for a servant leadership model. Employee morale was down and turnover high. As advisors, we felt nickeled and dimed. Our only choice was to pass this along to our clients, or leave. We left.
We found a firm that was founded by a single man. He built his practice and eventually agreed to merge with another advisor to create a larger entity. Before this firm even got off the ground, the other partner lost his life to an illness far younger than the two business partners ever could have imagined. The surviving owner, having received no financial benefits from the partnership whatsoever, decided to leave his late partners name on the business out of a sign of respect.
Years later, this firm would be challenged by a very tough economic cycle and stock market. After getting lean to survive, this company would then expand and grow. It did so behind the same family culture that inspired the founder to leave his late partners name on the marquee.
Today, this firm is one of the largest broker/dealer’s in the country. This firm employs a robust investment banking team, a Private Wealth team, a full service Trust division, a Philanthropic giving team, a Bank with full lending capabilities, a robust equity analyst team, a first class fixed income desk that originates bonds in-house, and the same family, generations later, leading this firm in culture and direction.
Their business name sits atop an NFL stadium in Tampa, Florida. The founders son owns one of the largest art collections on the east coast (a large portion of which you’ll find on the walls of their corporate HQ), and only buys art from living artists, as he believes in supporting these artists while their still working and drawing inspiration.
It is these reasons why we selected Raymond James as the custodian of our Registered Investment Advisory (RIA) firm. Their values align with ours. Their culture is lock step with ours. The servant leadership is what we promise our clients ourselves. We don’t just talk the talk. We walk the walk.
Why did your advisor choose their custodian?