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Private Wealth Clients

Comprehensive plans addressing all aspects of your financial life

Institutional Clients

Institutional Investment Management

Office

1125 Kelly Johnson Blvd. Suite 111
Colorado Springs CO 80920

Contact Info

719-694-8002
ann@intentionalwealth.com

     

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Intentional Wealth Strategies (“IWS”) is an SEC registered investment adviser located in Colorado Springs, CO. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of IWS’s web site on the Internet should not be construed by any consumer or prospective client as IWS’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. 

A copy of IWS’s current written disclosure statement as set forth on Form ADV, discussing IWS’s business operations, services, and fees is available from IWS upon written request. IWS does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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