Personalized financial planning, service, and advice
FOR YOU AND YOUR FAMILY Learn about our missionIntegrity and Intelligence with Purpose
Intentional Wealth Advisors provides clients in northern Michigan and the surrounding areas with financial planning and wealth management services. Our professionals purposefully serve our clients to address their personal financial goals and guide them through a complex and often emotional economic environment using education and an intentional plan that enables them to focus on what they value most. We operate with the utmost care to provide all services with integrity, compassion, and clear and reliable communication.
Core Services
Financial Planning
Let us show you how a Wealth Vision Financial Plan can help you pursue your ideal financial future.
Intentional Guided Planning
We provide comprehensive services and personalized advice for every stage in your adult life.
Guided Wealth Portfolios
This platform combines the benefits of a personal financial advisor with sophisticated technology.
Personalized and intentional financial planning to suit the different stages of your life.
Intentional Guided Planning is a service that provides information and direction, helping our clients make better decisions with their resources. Our advisors are really good at meeting you where you are while providing clarity and guidance. We have classified three stages of adult life that focus on a corresponding set of financial priorities and strategies.
Getting Started
You don’t have to be an expert, but having a basic, working knowledge of things like insurance, budgets, taxes, and investment options is always a good idea.
Mid-Career Adults
At this stage in life, you have a lot of things to keep in mind such as your health, career, children, college savings, insurance, aging parents, taxes, charity work, retirement, and more. We know it’s tough, so we’re here to support you, develop a solid attack plan, and keep you focused on what’s important.
Retired or Nearly Retired
You’ve worked hard, saved, and invested as best you could. If you raised a family, the kids are now independent adults with their own financial goals. Your focus now is that sweet spot in life when work is optional.
Recent Blog Posts
Unprecedented Times … Again
If I tell you that I have been a financial advisor in five different decades, it makes me seem older than I am; but the fact remains that I have been helping clients formulate their wealth plans and investment strategies since the 1980’s. Over that time, I have...
Who Wants to Be a Billionaire?
According to Harris Poll published August of this year, the answer to the above question is 60% of Americans. Six out of ten American adults want to become a billionaire one day. Since I work with people and their money every day, and I am pretty good at math, I...
And Now for Something Completely Different…
I subscribe to the Wall Street Journal and have been a reader of the paper since my senior year in college, when I was given a discounted student subscription. I have never read it for insights into particular stock investments or investment ideas, but more for a...