The Pursuit of more
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.