Virtual Financial Advisor
 

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Intrepid Wealth Partners is leading the way as the Virtual Financial Advisor business of the future.

By combining robust technology with human advisors we are helping improve all aspects of financial, investment, and insurance planning for our clients. 

What does it mean to be "Intrepid"?  We think it means to be a Leader, to be Bold, Dynamic, Adventurous, and Spirited.  No wonder we have developed a cutting edge way to work with our clients, regardless of where they and we are physically located.

Our passion is helping people enjoy life through helping people learn about and learn to love their money.  We specialize in working with Entrepreneurs, Founders, Business Owners, Startup Employees, and their families.

We love working with creative people who are trying to make the world a better place through the problems they are solving.  We understand the risks you take, the long hours you work, and the sacrifices you make to create something of value.

To support the entrepreneurial community, our founder created Intrepid Charitable Partners, a charity (private foundation) that receives a percentage of profits from Intrepid Wealth Partners each year to give back to causes we are passionate about.  Giving to those venturing into the world of being an entrepreneur, we are closing the loop from startup to community, exponentially impacting our communities through this process.

Currently we support the following causes:

  • Wisconsin YES Competition
  • Richard Branson Centre for Entrepreneurship, South Africa

Learn More About The Services We Offer Here

 

    Have specific investment or portfolio questions?

    contact us today!

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