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About Us

Our start

Started in 2012 as a way to help people manage their financial lives, our company has evolved from a personal practice to a full service company; from a broker/dealer practice to a Registered Investment Advisory business; from a one man shop to a community of skilled, deliberate and compassionate financial professionals. The initial company goal was to help people manage their finances.  Money defined success and was often the only end goal until big life impacts shifted the benchmark for success from currency to impact.

Company founder James Roberts’ life experiences allowed him to realize that his relationship with money was out of balance.

Our company went outside the box to discover how to truly allow our clients to feel inspired, activated and aligned to their own "financial plan.". We believe this enables us to provide you with a far more sustainable and resilient financial strategy that will make wealth management fun, instead of anxiety-ridden.

Meet our Founder

Professional

James has 20 years of business experience, to include over 16 years supporting clients in the financial industry. When James isn’t dedicating himself to Intentional, he’s dedicating himself to his superhero wife, three amazing boys and his philanthropy. He also enjoys swimming (not sinking), full body workouts, hooping it up on the court, mountain biking and improving (fore) his golf swing.

Charitable

With over 25 years of business experience, Sarah has had the privilege of assisting companies to grow and move far beyond their original targets. Sarah is mom to two awesome girls and has a very supportive significant other. She likes to run, hike, lift, bike, and basically punish her complaining body. When not behind her keyboard, you’ll find her outside somewhere (anywhere is fine but preferably somewhere warm).

Personal

Dan has over 20 years of business experience leading multi-million-dollar projects and taking 3 companies from start-up to maturity. Today, he is a coach supporting executives with their leadership, culture, and inner game. When he isn’t helping leaders, you can find Dan playing jokes on his kids, riding his mountain bike, or meditating.

James’ Why

Faced with a personal near-death experience, a sibling who battled cancer, and a child born with an extremely rare disease, James realized through these experiences that he had gained the courage to stare down his fear of failure and get out of the mediocre comfort zone he lived in. Philanthropy had been a part of his professional life, but he never embraced the true meaning behind this word prior to these live-changing events. Through his challenges, he discovered the power of giving without the expectation of anything in return. These gained attributes forced him to recognize that making an impact and really choosing his own path was much more satisfying than building wealth “for retirement”. Intentional is the platform James uses to inspire others to continue their life journey with a renewed sense of their why and actively create a path to achieve it. Selfishly, it also keeps this same inspiration close by for James to lean in on. 

James began his career in Financial Services in 2007.  His first clients were inherited clients during the Great Recession.  James learned the consequences of decisions and the importance of a disciplined strategy for investing your money.  James has worked in the Bank Channel, Independent Broker-Dealer Channel (IAR), and now the Registered Investment Advisor (RIA) channel.  He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2012.  Having advised through the fiancial crisis of 2008-09, the COVID Pandemic of 2020 and everything in between, James has learned from experience what opportunities exists and what risks lie ahead in the various markets we will face moving forward. 

James' Experience

Intentional

Welcome to our Wealth Management Firm, where our Founder's life experiences above have uniquely shaped our approach to financial advising and planning. From surviving the near fatal car accident to witnessing cancer's impact and welcoming his son as the 46th person ever born with his rare genetic syndrome, James understand's the adversity and resilience firsthand.  With 17 years of navigating clients through financial crises, including the Great Recession and the COVID Pandemic, our firm brings a wealth of experience to the table.  We are proud to offer a comprehensive range of certifications and qualifications to ensure that your fiancial needs are met with the highest standards of professionalism.

What sets us apart is our groundbreaking process, which integrates your financial journey with your core motivations and pyschological insights. By understanding why you think, feel and act the way you do about money, we can tailor our strategies to align with your unique circumstances, priorities and goals. Partner with us to embark on a transformative journey toward financial empowerment and holistic well-being. 

Core Values

BE BOLD

We are NOT the firm who tells you play it safe and minimize your needs.  We are here to embolden and embrace your sense of identity. 

BE AUTHENTIC

Something is most likely bothering you about your wealth. Our bet is that your wealth choices don't match up to your inner core desires.  This is a gamechanger when executed properly.

BE PROUD

Don't leave your legacy to chance and what others decide.  Own your priorities and desires and be unapologetic in your pursuit of them. Otherwise, what's the wealth for?

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Work With Us

We don’t stop with trying to motivate, impact and activate our clients. We are also looking for only 10 advisors who see the value of Intentional for their personal and professional lives. We want to build alongside of these dedicated, deliberate, skilled advisors in the financial services industry, all focused on creatively designed strategies that support what matters most to you.

Email Us Your Resume at activate@i10wealth.com