We help our clients realize their hopes, dreams, and goals so you can live your best life today & tomorrow.
Do These Sound Familiar?
"I can't find the time to properly manage my finances"
"I love to travel and experience the world, but feel a sense of guilt when I do as I don't know if it is taking away from my other goals"
"I make good money, but I don't know if I'm preparing myself and my family for the future"
Without proper guidance with we can feel frustrated and overwhelmed. These emotions often lead to inaction, which typically compounds the issues, making your dreams and goals in life more difficult to achieve, or even worse, impossible to achieve.
Virtual Financial Advisor
We love helping Intrepid people because we are Intrepid. Our mission is to help you make more informed and effective financial decisions that make you feel relieved, confident, self-assured, and empowered - and great about your wealth.
Watch this fun & inspiring short video for a taste of living your best life today & tomorrow.
We do this with highly customized and tailored solutions for your specific needs by blending expert human advice with robust technology.
Intrepid Wealth Partners is generally known as one of the pioneers of working virtually with clients. This allows us to connect with you and coordinate your plan, regardless of where you are in the world. By not being location dependent, our processes are more streamlined, giving you more freedom to spend your time on the important things in life.
The first step is to see if you fit the profile of the people Whom We Serve, if you do then the next step is to schedule an introductory virtual meeting to get acquainted.
We'll know within 15-20 minutes if working together makes sense. See our process.
If we don't like each other, we won't trust each other. If we don't trust each other than none of the other stuff matters.
Meet our Founder
Derek N.H. Notman, CFP®
Founder/CEO
derek@intrepidwealthpartners.com
I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it!
A few bits about me:
● Triple Citizen
● World Traveler and Delta Million Miler
● Husband, Father, Patriot
● Car Enthusiast
● Aspiring Surfer
● I love the United States of America
● InBusiness Magazine's 40 Under 40 Class of 2019
● Money Nerd
I love helping my clients leverage their money to live their best life today & tomorrow.
As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and love working with Intrepid World Travelers who love adventure as much as their country. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.
Please think of me and the Intrepid team as your expert virtual wealth partner feel free to contact me with any questions you may have.
Cheers,
Derek
