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Start a Conversation | Intentional Private Wealth

Intentional Private Wealth

Start a Conversation

Most of our best client relationships started with a short note. Tell us where you are and what you're trying to figure out. We'll take it from there.

Who this is for

We work with a limited number of clients. On purpose.

—Have $2M or more in investable assets
—Are navigating a liquidity event, business exit, or estate transition
—Want one advisor who coordinates the full picture — investments, tax, estate, and legacy
—Have outgrown a transactional relationship and want something more deliberate

Not sure if you're the right fit? Send a note anyway. We'll tell you honestly.

We keep our client list small because depth matters more than volume. If what you're navigating involves real complexity, we want to hear from you.

This isn't a sales call. It's a candid discussion about where you are, what you're navigating, and whether we're the right fit for each other.

Book a time

Reserve your time below.
30 minutes. No pitch. No pressure.

Pick a time that works. James or a member of his team will confirm within one business day.

Direct contact

activate@i10wealth.com

Phone

(866) 752-6410

Location

Fort Mill, South Carolina
Serving clients nationally

Disclosure

Intentional, LLC is a federally registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Intentional and its representatives are properly licensed or exempt from licensure.

Prefer to write first

Send us a note.

Not ready to book a time yet? That's fine. Tell us where you are and what you're navigating. We'll respond personally within one business day.

Or reach us directly