Achieve what matters most
We take a highly personalized approach to creating wealth strategies for our clients. Our team of experts will take the time to fully understand not only the details of your financial life, but the qualitative aspects as well. Together, these components help us understand the entire context of your life and create the personalized strategies that ultimately empower you to make decisions with the confidence and freedom to achieve what matters most to you.
A personalized financial playbook using Intentional Wealth
Your personalized financial playbook will provide you with wealth strategies that are tied to the quality of life you’re seeking to achieve. It will also provide clarity on how you can make your desired impact in the world around you.
Intentional Wealth, our comprehensive and customized approach to financial planning, is based on a highly collaborative multi-dimensional discovery process that enables us to gain a deep understanding of the financial and personal spheres of your world.
Disciplined investment management
When it comes to managing your money, we start by creating an investment plan tailored to your specific needs, goals, and risk tolerance.
We follow a set of core beliefs that guide the investment decisions of your portfolio. This includes maintaining broad diversification of your investments across various asset classes and geographic regions. At the same time, we also manage expenses and portfolio turnover while minimizing taxes.
Ongoing financial planning, monitoring, and reporting
We regularly monitor, review, and update your financial playbook. It’s a living document that you can access and review on your own as well as collaboratively with us.
My Wealth Dimensions Dashboard, a secure and easy-to use online portal, provides you with an up-to-date and dynamic view of your financial situation along with access to your financial playbook.