Planning with Intention

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime. Too many people in this world do not plan with intention for the life they are trying to live: and in retrospect often will wish they have done things differently.

Enter Intention Wealth Management.

3 people sitting

In partnership with Northwestern Mutual, Intention Wealth Management is a boutique practice that offers financial planning and wealth management services.

Our team’s belief is that by bringing intention and alignment to your financial planning, you will be freed up to focus on and enjoy the life that comes from it.  

Simply put, action is nothing without intention, and intention is nothing without action.  We’re here to marry the two and make it simple for you. Our clients are happier, and have better balance because they can focus on their business, their family and what they truly enjoy. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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