Partnering with Intrepid World Travelers
- Achievers - Hard Workers - Patriots - World Travelers - Trailblazers
At Intrepid Wealth Partners we look to serve clients like us - patriotic achievers who tell it like it is, hard work, and want what's best for them, their families, their businesses, and their country. Some of the traits of those we serve best include the following characteristics:
- People who are ambitious & adventurous (Intrepid)
- People who love our wonderful country, the USA
- People who love to travel (frequent flyers)
- Married and/or have children
- People who love animals, especially dogs
- Humble yet honest and speak their mind
- Have household incomes of $150,000+ a year and/or household investible assets of $500,000+
- Based in the USA
- Entrepreneurs looking to scale or sell their business
Does this describe you?
Then we should have an introductory conversation to get acquainted.
We Combine Robust Technology With Expert Human Advice
Tell us what is important to you. We want to know YOU before we even talk about finances.
What is your dream life? Bucket list items?
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
