Broker Check

2040 West Whispering Wind Drive, Suite 149, Phoenix, AZ 85085

(623) 455-9630
info@intentionalwealthsolutions.com
Avantax Login

Your Financial Partners

An experienced team here to offer you ongoing guidance.

Learn More

Simplifying the Complex: 

Smart investing does not have to be complicated investing.

Learn More

Professional Management

Knowledge is power. It is also the foundation for intelligent, well­considered decisions.

Learn More

Tailored to You

Customized financial strategies aligned with your unique needs.

Learn More
Our Process

Our Process

No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. 

Learn more
Our Philosophy

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we are ready to help you prepare for the future.

Learn more

CULTIVATED FOR YOU

Your Goals are the Key to Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at Intentional Wealth Solutions. Together, we will design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.


Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing should not perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

Learn more

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what is to come.

Learn more

Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we will help secure your legacy for generations to come.

Learn more

Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

Learn more

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Learn More

Have a question? We are ready to help.

Thank you!
Oops!