Intentional Wealth Planning

Financial Services • Nashville, Tennessee, United States • 1-10 Employees

Company overview

Headquarters	Nashville, Tennessee, United States
Phone number	+18884977995
Website	intentionalwp.com
NAICS	52
SIC	628
Employees	1-10

Key Contact at Intentional Wealth Planning

Lynsey Frazee

Director of Operations

Intentional Wealth Planning Email Formats

Intentional Wealth Planning uses 1 email format. The most common is {first initial} (e.g., j@intentionalwp.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@intentionalwp.com	100%

About Intentional Wealth Planning

Certified Financial Planner guiding business owners and executives to eliminate unnecessary taxes and reduce risk so that they can go from uncertainty to make a BIG IMPACT for their family, businesses and charities.

Intentional Wealth Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Intentional Wealth Planning has never raised funding before.

Intentional Wealth Planning Tech Stack

Discover the technologies and tools that power Intentional Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

GoDaddy

Hosting

HSTS

Security

Frequently asked questions

Intentional Wealth Planning is located in Nashville, Tennessee, US.

You can reach Intentional Wealth Planning at +18884977995.

Intentional Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Intentional Wealth Planning

Lynsey Frazee

Director of Operations

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