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Intentional Wealth Strategies

Intentional Wealth Strategies

Investment ManagementFlag of USColorado Springs, Colorado, United States1-10 Employees

Company overview

Headquarters1125 Kelly Johnson Blvd Suite 111, Colorado Springs, Colorado 80920, us
Phone number+17196948002
Website
NAICS5231
Employees1-10
Socials

Key Contact at Intentional Wealth Strategies

Flag of US

Chris Long

Founder and Managing Partner

Intentional Wealth Strategies Email Formats

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

FormatExamplePercentage
{first initial}
j@intentionalwealth.com
100%

About Intentional Wealth Strategies

Intentional Wealth Strategies, based in Colorado Springs, Colorado, is a Registered Investment Advisor (RIA) dedicated to empowering families, individuals, and institutions through purposeful financial and tax planning. Our holistic approach includes strategic tax strategies, multigenerational wealth management, and robust investment research and analytics, ensuring our clients achieve their financial goals with precision, confidence, and clarity. Discover how we can help you create a roadmap for greater wealth preservation and peace of mind.

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Intentional Wealth Strategies revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Intentional Wealth Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Intentional Wealth Strategies has never raised funding before.

Intentional Wealth Strategies Tech Stack

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

Modernizr

Modernizr

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reCAPTCHA

reCAPTCHA

Security

Underscore.js

Underscore.js

JavaScript libraries

Drupal

Drupal

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Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

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PHP

Programming languages

HSTS

HSTS

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AddToAny

AddToAny

Widgets

Google Analytics

Google Analytics

Analytics

Moment.js

Moment.js

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Frequently asked questions

Intentional Wealth Strategies is located in Colorado Springs, Colorado, US.
You can reach Intentional Wealth Strategies at +17196948002.
Intentional Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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