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.
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Empowering You in Retirement
Our advisors are retirement specialists who apply their expertise to help you achieve your retirement goals.
Essential To Success
We are a vital resource for the clients we serve.
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.
Dedicated Advisors Focused on Providing Exceptional Client Service
We work with clients to help them implement intentional strategies before and during retirement.
Investment and tax strategies provided by our Chartered Financial Analyst.
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria.
Intentional Wealth Strategies is a financial advisory firm headquartered in Colorado Springs, Colorado. We offer custom investment management and financial planning services; specializing in retirement planning and investment strategies for 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
Sort Fact from Fiction on Social SecurityFebruary 14, 2020
By: Christopher Long CFA ® , CFP ® , AAMS ®
Intentional Wealth Strategies
Article Featured in the Colorado Springs Business Journal Nov. 8th , 2019