Virtual Financial Advisor
Intrepid Wealth Partners is leading the way as the Virtual Financial Advisor firm of the future.
Embracing an entirely virtual model puts us apart from the rest of the pack.
As a Virtual financial planning firm we are able to save our clients time & money while being able to help you regardless of physical location.
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 today while still planning for tomorrow. We specialize in working with CEO's, Founders, Business Owners, 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.
Come join us, it's better here....