INTENTIONAL WEALTH STRATEGIES

Overview

Intentional Wealth Strategies is an independent registered investment adviser that serves individuals and families with fee-based financial planning and discretionary portfolio management. The firm describes itself as a capital allocator and uses third‑party managers as part of its investment approach, selecting external advisers where appropriate. Its advisory scope includes portfolio management for individuals, small businesses, and institutions, plus financial planning and selection of other advisers. The firm does not position itself as an active ESG investor. Investment activity leans toward pooled public funds for core exposure while maintaining access to private-market and specialist strategies through external managers. That blend reflects a client-focused model: core public-market exposures delivered via mutual funds and managed accounts, with selective allocations to alternatives when a client’s time horizon and liquidity profile support them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices