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YOUR WEALTH IDENTITY DEFINED

Learn how your core motivations and instincts can lead you to maximizing wealth without sacrificing joy.

Our Mission

We have one goal. To flip wealth management on its head. To show you how to fit your wealth into your life, instead of fitting your life into your wealth.

From the most financially successful to the young professionals entering the workforce, each of us operates in our own viscious cycles. We're here to help you understand why you think, act and feel the way you do about money and wealth and how this awareness can lead to maximized wealth AND joy that may not otherwise be realized..

ACTIVATE

In just 11 days (45 for business owners), our assessments and processes help you to understand why you interact with the 6 domains of wealth management the way that you do. Why do you spend on what you buy? Why do you invest in certain investments? Why do you work so hard for the money in your investment accounts?

Instead of asking you why, we give you the answers. Instead of imploring you to trust us, we help you to trust your instincts. The time is now.

Are You Ready

Unlock the pathway to maximized wealth, active control, and unfiltered joy today by taking the first step towards our Intentional Way Process.

Let us guide you towards a future where financial success aligns seamlessly with your deepest aspirations and values.

Don't wait any longer to embark on this transformative journey—call us now and activate yourself to choose the life you know you've always been destined for.

WE ARE
WHY ARE WE DIFFERENT?
WE ARE
  • Making wealth management FUN
  • Forward thinking
  • Motivated to disrupt the status quo
  • Purposeful with your time
  • Mindful of our responsibility to you
  • Accountable to our results
What we do
WHY ARE WE DIFFERENT?
WHAT DO WE DO
  • We utilize AI and Human Intelligence
  • We enable you to take conrol of your direction and priorities
  • We connect your wealth to you in a real and personal way
  • We built the A team of experts to help manage your investments
  • We coordinate with all of your most trusted advisors
  • We serve as your advocate for all things financial
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WHY ARE WE DIFFERENT?
HOW WE DO WHAT WE DO
  • Our Intentional Way Process:
    • Step 1: Complete Enneagram Assessment
    • Step 2: Complete Wealth Identity Assessment & Setup Planning Portal
    • Step 3: Connect Enneagram results with core domains of wealth management
    • Step 4: Deliver the most connected wealth plan you've ever received.
SERVICES
True or False: You have
Maximum Joy & Wealth

Success can often bring with it the the temptation to prioritize wealth accumulation over personal fulfillment and well-being.  Many successful people find themselves chasing wealth at the expense of their happiness, health and relationships.

The fear of losing wealth or failing to meet expectations can lead to stress, anxiety and even poor decision-making. Don't let success be synonymous with financial stress and discontentment. Take control of your financial journey with Intentional and experience the freedom to live life on your own terms.

Knowledge

& Expertise

Sophistication

& Simplicity

Compassion

Over Ego

Our Services

We work with business owners & executives, professional athletes, and families. 

1. Wealth Identity Planning

2. Investment Management

3. Wealth Protection

4. Tax Planning

5. Legacy Planning

6. Strategic Philanthropic Planning

Take control and let it rip with Intentional!

 

INDIVIDUAL FAMILY

Individuals and Family

PROFESSIONAL ATHLETES

Professional Athletes

401K401K

401K

BUSINESS OWNERS

Business Owners

By 2027, Intentional wants to donate $1M to nonprofits in
YOUR community.