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

Look Closer

Every financial plan assumes you already know what you want your wealth to do. What if that assumption is wrong?

Then every allocation, tax decision, and estate document may be built around an answer you've never actually examined.

Why does "enough" keep moving, even when I have more than I ever imagined?
Why do I still worry about losing what I've built, even when I know I'm financially secure?
Why is it easier for me to build wealth than to actually use it?
How much do I want to leave my children, and how much of that decision is really about me?
If I can afford almost anything, why is it so hard to decide what I actually want?

The math can tell you what you can do. It can't tell you why you do what you do.

Who We Help

Significant wealth brings different questions.

Private Wealth planning for business owners, entrepreneurs, and families navigating complex financial decisions.

You built the business.

Whether a sale is years away or already on the horizon, you're thinking about what comes next.

You sold the business.

The wire hit. The numbers are great. Now you're deciding what the next chapter looks like.

You inherited significant wealth.

You inherited the assets. Deciding what they mean for your life is a different responsibility.

You've accumulated substantial wealth.

Your financial life has grown more complex. Your plan should grow with it.

The Wealth Identity Assessment

Not a risk score. More than a personality test. A deeper understanding of what drives your financial decisions.

Built on the iEQ9 Enneagram assessment and Intentional's Wealth Identity framework, this process explores the motivations, instincts, and decision-making patterns that influence your relationship with wealth. We use those insights to inform how we approach your financial plan. Explore our approach →

193

Assessment data points

Distinct Wealth Identities

Areas of financial behavior

What We Explore

Understanding the person behind the wealth.

What drives you

The motivations behind your financial ambitions.

What you fear

The concerns that influence your choices.

How you make decisions

Whether you tend to think, feel, or act first.

Your blind spots

Patterns you may not recognize in yourself.

What wealth means to you

What you ultimately want your wealth to make possible.

What you're willing to trade

Your priorities, compromises, and non-negotiables.

Where Understanding Becomes Strategy

Five areas of wealth. One more intentional approach.

These insights inform how we approach five areas of your financial life.

01 Money Habits

02 Wealth Creation

03 Protection

04 Investing & Growth

05 Planning

Growing a client's balance sheet is part of my job, and I take it seriously. But the moments that stay with me are when someone gets clear on what they want their wealth to mean, and the legacy they want to leave. That's what brings me back.

James Roberts, CFP®, CExP™ Founder, Intentional

A different starting point. A more personal financial plan.

The conversation

A candid conversation about where you are, what matters to you, and whether we're the right fit.

The assessment

Explore your motivations, instincts, and decision-making patterns through our Wealth Identity Assessment.

The debrief

We review your results together, connecting what resonates with how you approach wealth.

The plan

We integrate investments, tax, estate, liquidity, and legacy planning around your priorities.

Start with a conversation The Wealth Identity Assessment and personal debrief are complimentary for qualified prospective clients. No obligation to move forward.

Where clarity leads

Understanding you changes how we approach your wealth.

Intentional provides integrated Private Wealth management and financial planning for business owners and families with significant wealth. We bring investment management, tax strategy, estate planning, and specialized resources together around your priorities.

Portfolio Management

Tax-aware investment portfolios using ETFs, individual stocks, and bonds, with attention to asset allocation, location, and risk.

Tax Strategy

Year-round tax planning coordinated with your CPA, including asset location, Roth conversions, and tax-efficient investing.

Liquidity Events & Exit Planning

Planning for business sales, succession, and liquidity events, including transaction structure, QSBS eligibility, and life after the sale.

Estate & Legacy Planning

Coordinated estate and wealth transfer planning designed around your family, intentions, and long-term legacy.

Private Capital & Alternatives

Evaluation of private equity, private credit, and real estate opportunities, with attention to suitability, liquidity, and risk. For eligible investors.

Charitable Planning

Philanthropic strategies, including donor-advised funds and charitable trusts, coordinated with your tax, estate, and legacy goals.

Intentional LLC is an independent SEC-registered investment adviser. Tax and legal matters are coordinated with clients' qualified tax and legal professionals. Certain investments and strategies may not be appropriate or available for every client.

Managing your wealth is about more than protecting what you've built. It's understanding what you built it for in the first place.

James Roberts, CFP®, CExP™ Founder, Intentional

Intentional founder James Roberts with his son Hudson

Why Intentional exists

The question that changed everything.

Three experiences changed how Intentional's founder, James Roberts, thought about life and wealth.

His brother's cancer diagnosis in 2012. A near-fatal car accident in 2016. And in 2017, the birth of his son Hudson, who has an extraordinarily rare genetic condition.

Each brought a different perspective on time, uncertainty, and what really matters. Together, they raised a question that years in financial services hadn't answered.

What is wealth actually for?

That question became the foundation for Intentional. A firm built on the belief that financial planning should begin with understanding the person behind the wealth, not just the numbers.

Because the purpose of wealth isn't simply to accumulate more. It's what that wealth makes possible.

Read our story

The next step

The most important financial conversation starts with you.

Tell us what you've built, what you're navigating, and what you want your wealth to make possible. We'll explore whether Intentional is the right fit for what comes next.

Start a conversation → Intentional Private Wealth generally serves individuals and families with $5 million or more in investable assets, or those anticipating a liquidity event that brings them to that level. Introductory conversations are complimentary and by appointment.

Your plan has the numbers. What it may be missing is you.