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About Us

We’ll help you plan for your future so you'll have the confidence and security to live the life of your dreams.

You Deserve More Than a Plan

You Deserve a Partner

At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated. 

Maybe you're coming out of a divorce, blending a family, or figuring out how to manage everything solo. Whatever it is, you don’t have to do it alone. We help you understand what’s working, what’s not, and what to do next—without the overwhelm. 

We work alongside your trusted professionals like CPAs, attorneys, and insurance advisors so every piece of your financial world is covered. 

You’re not expected to have all the answers. 
You just need the right people beside you. 

Meet the Team

Trusted Guidance

We help you clarify priorities and make confident decisions, even when life feels overwhelming.

Save Time

You’re busy — we take care of the financial details so you can focus on what matters most.

Built Around You

Everything we do is tailored to your life, your values, and your next chapter.

Let Us Handle the Hard Part

Life gets busy, especially during big transitions. You don’t need one more thing on your plate.

Think of us like your financial doctor. We step in when things feel off, help you sort what matters, ease the overwhelm, and create a plan that feels like a breath of fresh air.

Your future might look different, but it can still be stable, fulfilling, and entirely your own.

Intentional Wealth Partners Team Photo

Find Security in the Transition

New chapters come with new questions.

What does financial security look like now?

Will everything really be okay?

You don’t have to answer those questions alone. As your financial partner, we help you sort through the uncertainty and create a plan that actually fits your life.

From shifting family dynamics to changes in income, assets, or roles, we offer more than just numbers on a spreadsheet. We provide calm, thoughtful guidance and real steps you can take today so you can stop second-guessing and start moving forward with clarity and confidence.

Liesel and Leah

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, 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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