INTENTIONAL WEALTH PARTNERS

Overview

Intentional Wealth Partners is an independent registered investment adviser serving individual and family clients. The firm emphasizes discretionary portfolio management alongside comprehensive financial planning and educational workshops. Investment activity is skewed toward public equities, with a clear preference for exchange-traded instruments as the core building blocks of client portfolios. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are available — which supports both ongoing investment management and project-based planning work. Advisory services focus on tailored portfolios for individuals and small businesses rather than institutional mandates. The firm does not identify as an ESG-first investor and does not present itself as a capital allocator, so alternative exposures are generally accessed through third-party managers or private placements rather than in-house fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices