Intentionally placed investments can improve financial security through tax mitigation, asset growth, additional revenue streams, and more.
accessibility + security
questions are encouraged.
Imagine you’re planning a trip. You don’t just randomly pick a destination. You choose a place that means something to you, like a dream vacation spot. Intentional Investment Management is like that. It means we don’t just invest your money anywhere. We carefully choose where to put your money based on what’s important to you, whether it’s saving on taxes, growing your money, or having extra income. It’s like taking a purposeful journey with your money to reach your financial goals.
Intentional Investment Management differs from traditional approaches by focusing on your specific goals and values. While traditional methods might use a one-size-fits-all approach, intentional management tailors your investments to what matters most to you. It considers your unique circumstances, like taxes, growth, and income, to create a personalized strategy. This approach aims to align your investments with your individual path, making your financial journey more purposeful and potentially more effective in achieving your objectives.
Intentional Investment Management is for anyone regardless of their net worth or stage of life. We tailor strategies to your goals, whether you’re building wealth or safeguarding what you have. Our approach is flexible and personalized, ensuring your financial journey is guided, secure, and aligned with what matters most to you.
When you work with us for investment help, we have two types of fees: platform fees and advisory fees. These fees are taken from a small part of the money you’re investing, and they’re based on how much you’re investing with us. The platform fee is for using our tools and resources, while the advisory fee is for the personalized advice we give you.
This two-fold approach gives your investment the best chance to grow. We believe in clarity and openness with our fees, so you know exactly what you’re paying for and when. We’re here to help you feel confident and in control of your investment journey.
Personal and Organizational Human Wealth™ clients enjoy discounted Intentional Investment Management fees.