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

 

Expertise

Intentionally Applied

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

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Resources

Essential To Success

We are a vital resource for the clients we serve.

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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.

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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!

Together

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

Blogs

Christopher Long CFA ® , CFP ® , AAMS ® |
Thinking about retirement? One of the most important questions to consider when planning your retirement is how healthcare will change as you transition into this exciting new chapter of life. Take a look at our flowchart “Will healthcare change as I transition into retirement?” to help answer this crucial question.