Investment Strategies

One of the most important aspects of retirement planning is a comprehensive understanding of your investable assets. After all, it’s likely that these hard-earned assets will need to last the rest of your life. We work closely with our clients to understand their goals and risk tolerance, then offer advice on an investment strategy uniquely tailored to their needs.

Investment Management 

Our Investment Management team is headed by Chris Long, Chartered Financial Analyst.  Chris's expertise helps Intentional Wealth Strategies bring unparalleled expertise and dedication to managing your financial assets. Our services are tailored to meet your unique investment goals, combining rigorous analysis with personalized strategies to help you achieve financial success. Whether you’re planning for retirement, seeking growth, or preserving wealth, we are committed to providing transparent, disciplined, and client-focused investment solutions. Let us guide you towards a prosperous financial future.

Intentional Tax Strategies

You know you have to pay taxes, but you definitely don’t have to leave a tip!

While we don’t prepare our client’s taxes and we’re certainly not tax professionals, our involvement in our client’s financial lives helps position us as their tax “helper”. We work to implement tax efficient investment management strategies, and help our clients understand the tax implications of their financial decisions.