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.
Empowering You in Retirement
Providing Confidence
Expertise
Intentionally Applied
Our advisors are retirement specialists who apply their expertise 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.
Our Services
Dedicated Advisors Focused on Providing Exceptional Client Service
Retirement
Planning
We work with clients to help them implement intentional strategies before and during retirement.
Investment
Strategies
Investment and tax strategies provided by our Chartered Financial Analyst.
Sustainable
Investing
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria.
About Us
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!
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 TeamBlog Posts
Sort Fact from Fiction on Social Security
February 14, 2020By: Christopher Long CFA ® , CFP ® , AAMS ®
Investment Manager
Intentional Wealth Strategies
Article Featured in the Colorado Springs Business Journal Nov. 8th , 2019
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Make 2020 a Year of Clarity
February 14, 2020By: Christopher Long CFA ® , CFP ® , AAMS ®
Investment Manager
Intentional Wealth Strategies
Article Featured in the Colorado Springs Business Journal Dec. 27th , 2019
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Intentional Wealth Strategies
- 2438 Research Parkway, Suite 205 Colorado Springs, CO 80920
- (719) 694-8002
- (719) 694-8066
- ann@intentionalwealth.com
- Mon-Fri: 8am-5pm
- Sat-Sun: Closed