Private Wealth Advisory - Fort Mill, SC | Charlotte, NC | Charleston, SC

Explore The Wealth Identity Assessment

Not a risk score. Not a personality test.

A clearer picture of what drives your decisions about money, wealth, and life.

Built on a sophisticated framework used in executive coaching, wWe applied it to something most financial planning overlooks: how you're wired influences the financial decisions you make. Learn more about the framework behind the assessment.

What motivates you

The difference between conditioned goals and real ones, and which one is running the show with your money.

What scares you

The deeper fears that shape how you act when complexity increases or the stakes get real.

How you process decisions

Think, feel, or act first, and in what sequence. This single insight changes every recommendation we make.

Your blind spots

The patterns that create friction across all decisions: financial, business, and personal.

Your wealth values

What money is actually supposed to do for your life. Security. Freedom. Legacy. Impact. The real answer, not the conditioned one.

Your tradeoff tolerance

Which tradeoffs you will genuinely make and which ones you won't. Most plans fail here first.

Who We Help

Wealth gets complicated at certain moments. We work with people living through those moments.

Business Owners & Founders

Your net worth is tied up in a company you built. We help you plan around that concentration, not pretend it isn't there.

Families Navigating Significant Wealth

Multiple generations, multiple opinions, one balance sheet. We help families make decisions together without losing what matters.

People In Transition

A liquidity event, an inheritance, a concentrated position that suddenly needs a plan. We help you move through the moment with clear eyes.

Executives With Sophisticated Compensation

RSUs, options, deferred comp, and vesting schedules that never seem to line up. We help you turn a complicated package into a coherent plan.

Why Intentional exists

The question that changed everything.

In 2014, James Roberts faced three events in three years that no financial plan had prepared him for. His brother's cancer diagnosis. A car accident he shouldn't have walked away from. The birth of his son Hudson (only the 46th documented case in the world with his rare genetic syndrome).

Those years forced a harder question. What is wealth actually for?

The answer wasn't in a portfolio or a plan. It was in understanding how he was wired. Once that became clear, the financial decisions became simple.

That clarity is what Intentional is built to give every client; before strategies, before allocations, before recommendations.

Read our story

Simple to experience. Profound in what it changes.

The conversation

No pitch. No agenda. A candid discussion about where you are, what you're navigating, what you're looking for that you haven't yet found, and whether we're the right fit for each other.

The assessment

Completed online. 30 minutes. 193 data points. The most complete picture of your decision-making you've ever seen.

The debrief

You understand yourself and your relationship to every aspect of your wealth before we ever discuss strategies. That changes everything.

Start with a conversation The assessment is completed after your introductory call. No cost to begin.

Where clarity leads

Once we know how you think about wealth, the strategy becomes clear.

Liquidity Events & Exit Planning

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The decisions that determine how your exit turns out happen before the LOI is signed. We work with business owners on tax structure, QSBS eligibility, charitable vehicles, and what life looks like after the wire hits. We get involved well before the transaction is final.

Estate & Legacy Planning

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An estate plan is a legal document. A legacy is something different. We help families get clear on what their wealth is actually for before the documents are ever drafted.

Tax Strategy

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Your tax bill is a byproduct of the decisions made throughout the year. We build tax strategy into every investment decision: asset location, harvesting, Roth conversions, and charitable vehicles. The number in April should be one you planned for.

Private Capital & Alternatives

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Access to private equity, private credit, and real assets means nothing without an honest evaluation of whether they belong in your specific portfolio. We evaluate fit, not just access.

Go deeper

Pre-Transaction Planning

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The work that has to happen before the letter of intent is signed. Most of the options that matter close the moment it is.

QSBS Planning

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Qualified Small Business Stock can eliminate federal capital gains tax entirely on a qualifying sale. The window to use it closes before the transaction does.

Founder Psychology

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Golf is fun for a while. Then it gets old. What nobody prepares you for after the wire hits, and why it belongs in the planning conversation before the deal closes.

Mattering

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The board seats fill the calendar. The philanthropy fills the announcements. Neither one answers the question of who you are without the thing you built.

I've never meaningfully impacted a client by increasing their balance sheet. I have absolutely impacted clients meaningfully by providing them with clarity and understanding of their ultimate legacy they are connected to at their core. That's what brings me back.

James Roberts Founder, Intentional LLC, Private Wealth Adviser in Fort Mill, SC

The next step

The most important financial conversation starts with you. Not your portfolio.

Not a pitch. Not a proposal. A candid discussion about where you are, what you're navigating, and whether we're the right fit for each other.

Discover your Wealth Identity → We work with a limited number of clients. Introductory calls are by appointment.

Most financial plans don't fail because the math is wrong. They fail because you were never in them.