Partnering with Intrepid World Travelers
- Achievers - Hard Workers - Patriots - World Travelers -
At Intrepid Wealth Partners we look to serve clients like us - patriotic achievers who tell it like it is, work hard, 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
Does this describe you?
The we should have an introductory conversation to get acquainted.
We Combine Robust Technology With Expert Human Advice
Tell us what is important to you.
What stage of life 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
as the best Virtual CFP® and Virtual Wealth Partner for Intrepid World Travelers
