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.

Get Started



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



Our References*

Matt Howard

CEO & Co-Founder, EatStreet

Odeh Muhawesh

Serial Entrepreneur & Executive Chairman, Squigl

Zachary Blumenfeld

COO & Co-Founder at ThirdSpace

Joe De Braga

CEO and Co-Founder

Global Maritime Transportation Services, Inc.

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

Seth Braddock

CEO & Co-Founder, Kilter Rewards

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

Dominic DiMarco

Co-Founder, Mobile Igniter

George Arida

Founder & Managing Partner at 30Ventures

Get Started

*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!

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