Retirement Planning
We work with clients to help them implement intentional strategies before and during retirement.
Intentional Living. Confident Living.
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.
Empowering You In Retirement
Providing Confidence
Expertise
Intentionally Applied
Our advisors focus on retirement planning to help you achieve your retirement goals.
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.
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!
