The Virtual Financial Advisor Model - The Best of Both Worlds:

Robust Technology Combined With A Human Advisor

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Tell us what is important to you.

What stage of life & business are you in?

What is the single most important thing you want your money to do for you?

We build a highly customized financial & investment plan for you.

Based on your hopes, dreams & goals for the future we leverage robust technology with our expertise to build an actionable plan for you.

We then implement and monitor.

Once you are set up we continue to monitor and adjust your strategies as life happens.

 


Our mission:

To help our clients realize their hopes, dreams & goals

by providing the most life enhancing experience

as the leading virtual financial advisor practice in the USA 

 

 


 

Who We Help

- CEO's - Founders - Business Owners -

We have found that our expertise is best leveraged by people who have some or all of the following characteristics:

  • Married with children or would like to get married and have children

  • Enjoy traveling and experiencing new things

  • Comfortable with and embrace technology

  • Have taken calculated risks in their business or career

  • View & use money as a tool, not the end all be all, to do the things that are important to them

  • Have household incomes over $150,000

  • Investable assets over $250,000

  • Have created or expect to create wealth through an exit from a business transaction

These people tend to be in the following areas of profession:

  • CEO's

  • Founders/Business Owners

  • Employee's with Stock Options

  • C-Level Executives

  • Entrepreneurs

If you don't have some of these characteristics but feel like we still may be a good match then please contact us for an introductory conversation to get acquainted, we are open minded.

Why Work With Us? Get Started

Our References*

Matt Howard

CEO & Co-Founder, EatStreet

Odeh Muhawesh

Serial Entrepreneur & Executive Chairman, Squigl

Zachary Blumenfeld

COO & Co-Founder at ThirdSpace

Seth Braddock

CEO & Co-Founder, Kilter Rewards

Robert & Diana Missroon

Co-Founders at

Precision Architectural As-Built Services Inc.

Tom Still

President, Wisconsin Technology Council

Corey Digman

Founder & Personal Trainer, Digman Fitness

Dr. Yijun Huang

Co-Founder & CTO, EyeKor, Inc

John Hlavac

Founder, JLH & Associates

Charles Neider

Co-Founder & Attorney at Neider & Boucher

Tyler Marklein

CEO and Founder, Elevation Demand

Cindy Boudreau

Co-Founder, Ice Cream Depot

Dominic DiMarco

Co-Founder, Mobile Igniter

Paul Temple

Attorney, AlphaTech Counsel

Mark Meester

CAO, Pharmasset (Acquired by Gilead)

Frank Covelli

Former Managing Partner at NYL

Jesse Snyder

Co-Founder & CEO, Transaction Resources, Inc.

Vivek Deshpande

Co-Founder, Arbuda

Grant Bell

Senior Vice President at Marsh

George Arida

Founder & Managing Partner at 30Ventures

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*The above list of references were chosen at random, all of them being familiar with the advisor and the process used with clients, yet not all of them are clients of Intrepid Wealth Partners.  It is not known whether the listed references approved or disapproved of the adviser or the advisory services provided.

Have specific investment or portfolio questions?

contact us today!

Love Your Finances Blog

Love Your Finances Blog

A place to fall in love with your money

and take the path to realizing your hopes, dreams, and goals.