Personalized life planning and wealth management solutions that inspire clients to more meaningful use of their money.
Bringing humanity to finance, through outcome-driven wealth management solutions.
We know that:
-Life planning, financial planning and generational wealth are interconnected.
-We are driven by humility and compassion to do meaningful work with good people.
-Caring for clients is our highest priority.
Successful financial planning starts by knowing and aligning with our clients.
-We don't know it all. We are continually curious and inquisitive.
-We research, investigate and partner with experts to find answers, insights and understanding.
-We always ask questions and challenge every assumption, starting with ourselves.
-We focus on client outcomes over margins.
Company Details
Intersecting Wealth Questions
Intersecting Wealth's website is https://www.intersectingwealth.com
Intersecting Wealth's LinkedIn profile is https://www.linkedin.com/company/intersecting-wealth
Intersecting Wealth has
1 employees.
View email and phone details for 1
employees at Intersecting Wealth.
Intersecting Wealth's industry is
Financial Services
Intersecting Wealth's top competitors are
Summitas,
Kovitz,
Stratos,
Kafko International, Ltd.,
Del Sol Solutions,
Boldrose Capital,
B-Side Group,
Kalorama Energy,
Harbor Software Group,
Fsp Chicago.
Intersecting Wealth's categories are Financial Services
Intersecting Wealth's founding year is 2024
