Intentional Living. Confident Living.

You’ve worked too hard to risk sabotaging your retirement by doing it yourself. We will help you avoid the pitfalls of a DIY retirement. As your advisors, we will help you make intentional and informed decisions so that you can feel confident about your financial future.

If you’d like to learn more about who we serve, click here.

Our Services

Retirement Planning

We work with clients to help them implement intentional strategies before and during retirement.

Sustainable Investing

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria.

Empowering You In Retirement

Providing Confidence



Intentionally Applied

Our advisors focus on retirement planning to help you achieve your retirement goals.

Learn More



Essential To Success

We are a vital resource for the clients we serve.

Learn More


Raymond James

and Intentional Wealth Strategies

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

Learn More

About Us

Intentional Wealth Strategies is a financial advisory firm headquartered in Colorado Springs, Colorado. We offer custom investment management strategies and financial planning services, focusing primarily on retirees and those approaching retirement. We are passionate about giving our clients the confidence to enjoy this exciting next step in life!


We Reach Farther

The complexities of the financial world require sophisticated investment solutions and a dedicated team to help keep you on track. When it comes to managing your retirement and investments, our team can help guide you through today’s challenging financial landscape with professional skill and expertise. Our client-focused approach puts our clients and their needs first!

Meet the Team


Christopher Long CFA ® , CFP ® , AAMS ® |
As healthcare costs continue to rise, choosing the right insurance remains a critical component of any financial plan. These choices become even more important in retirement because your decisions can have lasting, and expensive consequences. Most Americans expect Medicare to cover their healthcare expenses in retirement. However, it’s estimated that Medicare only pays about 60% of current retirees’ medical expenses. By understanding the limitations of Medicare and how to mitigate those limitations, you can determine...
Christopher Long CFA ® , CFP ® , AAMS ® |
Over the years, I’ve learned that even wealthy individuals view filing for Social Security as an arduous task. To help alleviate some the anxiety, I will discuss some misconceptions and offer guidance on how to get the most from your hard-earned retirement benefits. Myth: Social Security won't be around. While your contributions go to current beneficiaries, Social Security continues to be replenished by working Americans. It’s also earning interest on its bond portfolio and income...