Financial Planning
Plans for money that can adjust as life and circumstances change.
Intentional Wealth Partners
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About Intentional Wealth Partners
Based in Cleveland, Intentional Wealth Partners is a financial services firm focused on investing and guidance through life transitions. It serves as a personal CFO, providing strategic support and clarity while handling financial details. The firm offers financial planning that adapts as circumstances change, investment management with straightforward decision support, retirement planning, and legacy planning to clarify wishes and support family members. Its guidance addresses situations including career demands, divorce, loss, and retirement decisions. Services are delivered through ongoing advisory support, educational resources, blog content, and complimentary consultations for prospective clients. Intentional Wealth Partners also provides an e-book about investing for women and shares financial tips through its blog.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Guidance for making clear, straightforward investment decisions.
Retirement Planning
Step-by-step support for preparing for retirement.
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