Intentional Wealth Strategies
(719) 694-8002
1125 Kelly Johnson Boulevard Suite 111, Colorado Springs, Colorado, 80920
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
Intentional Wealth Strategies, located in Colorado Springs, CO, is a comprehensive financial planning and investment services firm dedicated to helping individuals, families, and organizations achieve their financial goals. Our team of experienced financial planners offers a wide range of services, including holistic financial planning, strategic asset allocation, and tax-efficient strategies. We specialize in retirement planning, investment management, and family financial planning, ensuring a secure financial future for our clients. Our expertise extends to estate and legacy planning, charitable giving, and investment policy development.