all the resources of a Major Wealth management firm with the benefits of a boutique firm.

Join a firm where your impact grows as fast as your success.

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“Purpose emerges when you deeply understand what matters the most to you.”

- Intentional Founder

How Are We Different?

The Intentional Way Process

You LEARN 193 unique data points about yourself

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You CONNECT these data points to your life & financial choices

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You DISCOVER the innate ways you act, think & feel

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You BENEFIT with a more informed perspective

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Maximize

At its core, wealth management is about maximizing money. For the advisors serving the industry, it’s about maximizing career earnings. For client’s of the indusry, it’s all about maximizing returns and assets. We acknowledge the conflict of interest that is inherent in our industry. It’s why we’re structured as a Registered Investment Advisory (RIA) Firm. Basing our compensation on a tiered fee schedule attached to your portfolio value ensures that we’re on the same side of the table. We all lose when your account value goes down, and we all win when it goes up.

Providing the high net worth resources that we do for advisors and clients alike gives each the best chance of maximizing their money alongside of each other.

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Resources

Unlock your access to our expertise with a compassionate, purpose-driven approach. Our advisors and clients benefit from an integrated high net worth team offering:

  • Dedicated Individual Bond Trading

  • Estate Planning Strategies by Experts with Masters in Taxation

  • Philanthropic Strategy Development

  • Private Wealth Planning

  • Private and Investment Banking Solutions, and more.

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Relationships

If objective financial expertise was all that is needed for a successful investment and financial planning strategy, everyone would already have it. There’s more to it than that. It truly is about your relationships: with your loved ones, your colleagues, your neighbors, your advisors.

We embrace and cherish this side of the equation just as much as the resources and expertise. Experience the impact of a truly connected firm, with compassion and servant leadership leading the way.

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What Should You Expect?

Traditional Wealth Services

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Private Wealth Management

Portfolio Management

Wealth Building Strategies

Risk Management

Alternative Investment Opportunities

Extra Private Wealth Services

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Exit & Succession Planning

Family Governance

Private Banking Solutions

Estate & Legacy Planning

Trust Services

Philanthropic Strategy and Planning

Pick a Convenient Time to Talk with Us

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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.

Contact Us

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