Your Wealth Evolved — Your Legacy Reimagined
If those who inherit your wealth don’t inherit your wisdom, then your story ends too soon.
”when i stopped trying to sound and look like those before me in this business, my impact was magnified, my life became filled with joy, and my clients began to refer me.”
James Roberts, Founder - Intentional
The Reason we Exist.
What Makes Intentional Wealth™ Different?
To strategize about the best way to grow, protect & transfer your wealth
To expose and mitigate unneccessary hidden fees
To use our curiosity for the greater good in aligning your wealth to what matters to you in your journey.
To make wealth management feel fun & alive — not stiff
To introduce our 193 point data anlysis to understand your wealth story
To build connection that outlasts balance sheets
The Intentional Way
Wealth without understanding is just accumulation.
Most firms start by asking about your assets.
We start by asking about you.
Because numbers don’t tell a story — people do.
And every decision you make with money is shaped by something deeper: how you were raised, what you’ve overcome, what drives you, what scares you, what freedom looks like to you.
That’s why we built our i10 Wealth Identity Assessment — a 193-point deep dive into how you think, feel, and move around money.
It’s not data for the sake of data; it’s a map of your wiring.
When we understand that, we can build everything — your investments, cash flow, estate structure, and philanthropic design — around who you are, not just what you have.
Because when intellect meets identity, strategy stops feeling transactional.
It becomes personal.
And that’s when wealth starts working for you — not the other way around.
Our Process
Discover — Your Story Comes First
We begin by listening.
Not to gather facts, but to understand the why behind them.
We trace the patterns that define your decisions and reveal your Wealth Identity — a framework that connects the person you are with the plan you need.
“We don’t build plans to impress markets. We build them to reflect people.”
Design — From Wiring to Strategy
Once we understand your wiring, we build the architecture around it.
Custom portfolios. Tax strategy. Cash flow design. Philanthropic rhythm.
Everything integrated, everything intentional.
No templates. No mimicry. Just clarity — precision that grows from knowing you.
“You can’t separate performance from purpose. One sustains the other.”
Deploy — Where Vision Meets Action
Execution is where most plans fall apart.
We don’t hand you a binder and wish you luck — we stand beside you.
Our team coordinates with your existing advisors, ensuring every step—legal, tax, investment—moves in sync with your greater purpose.
“Wealth isn’t managed. It’s orchestrated.”
Live Intentionally — Where Peace Replaces Pressure
At this stage, something shifts.
The noise quiets. The decisions simplify.
You begin living with your wealth, not under it.
And for the first time, you see it clearly: this isn’t about markets or milestones.
It’s about building a life that holds both meaning and endurance.
“The goal was never money. It was freedom — the kind that feels like peace.”
Resources & relationships
Credentials Matter. Character Matters More.
Plenty of firms showcase impressive résumés and credentials — and we can match up with any of them. Our team includes professionals with Master's degrees in Taxation, Chartered Financial Analysts (CFAs), Certified Exit Planning credentials, and attorneys skilled in advanced estate planning strategies.
But what truly sets us apart isn’t just what’s on paper — it’s how we show up.
At Intentional, technical excellence is paired with something harder to find: a culture of humility, service, and genuine curiosity. We don’t lead with how smart we are — we lead by listening. Because understanding what you need matters more than showing what we know.
What Advisors & Clients can Expect?
Simplicity & transparency
Minimum Payout of 85% (for Advisors)
Zero Hidden Fees
Wealth Building Strategies
Portfolio Management Consultation
Alternative Investment Opportunities
Advanced Resources
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
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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