Building Your Future with Purpose

Empower Your Financial Journey with Trusted Advisors

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Integrity, Insight, and Individualized Attention

At Intentional Wealth Partners, we believe in empowering you to make informed financial decisions that align with your life’s ambitions. Our team of professionals is committed to providing transparent, fee-only services, ensuring that your best interests are at the heart of everything we do. As your fiduciary partners, we bring clarity, confidence, and a customized approach to your financial landscape.

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Our goal is to help you plan for your future and live the life of your dreams.

By providing services virtually, you can receive the highest level of service in the most efficient, convenient way possible.

How We Help You Achieve Your Financial Goals

From Day One, my priority has been to always lead with solutions, not products. This is the foundation for my business and the core of the wealth management philosophy at Intentional Wealth Partners.

As your financial steward, my goal is simple: To help you grow and protect your assets across a broad spectrum of services and life transitions.

My team and I have guided clients effortlessly through events like a growing family, divorce, job changes, retirement, and losing a loved one.

Because each transition requires an update to your plan, we’re with you every step of the way to ensure your tailor-made strategy continues to serve and protect your financial future.

 As you learn about Intentional Wealth Partners, myself, and my team, you may have questions — and I’d love to hear them! Feel free to schedule a complimentary consultation so we can chat about your goals and see whether we’d be a great fit together!

To your financial future,

Meet The Team

Comprehensive Solutions for Every Milestone

Financial Planning

Navigate life’s complexities with tailored strategies designed for your unique goals and circumstances.

Investment Management

Navigate life’s complexities with tailored strategies designed for your unique goals and circumstances.

Retirement Planning

Secure your future with forward-thinking retirement solutions and continuous support.

Legacy Planning

Ensure your legacy with strategic estate planning, reflecting your wishes and values.

Choosing a financial advisor is an important decision. Let’s see if we’d be a good fit.

Resources and Upcoming Webinars

Next Webinar

Investment Insights: Reflecting on 2Q & Planning for 3Q



Read the Blog

Gain valuable information to begin educating yourself on investing, finances, and more.

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Take the Free Assessment

Are you on track for building financial wealth? Take the free assessment today!

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Let’s talk about your goals and create a financial plan that helps you invest in what matters most.

Great Lakes Investment Management, LLC dba Intentional Wealth Partners, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Intentional Wealth Partners is currently registered in Ohio, California, Lousiana, Texas, and Virginia.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Intentional Wealth Partners unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

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