Intentional Wealth Partners logo

Intentional Wealth Partners

Updated today

Client assets under management

$60,142,059

Clients

152

13% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$395,671

About

Intentional Wealth Partners serves individual and high‑net‑worth clients with ongoing portfolio management and a full suite of financial planning services, delivered on project‑based, hourly, or subscription (ongoing) arrangements. Services cover retirement planning, tax and estate considerations, college savings, cash‑flow and debt management, business planning, insurance reviews, and investment analysis.

The firm documents client objectives in individualized Investment Policy Statements and generally seeks discretionary authority to implement diversified portfolios that rely primarily on ETFs and mutual funds, informed by fundamental analysis and modern portfolio theory. Accounts are reviewed regularly with quarterly custodian reporting, and the firm uses multiple custodial platforms with institutional and digital integrations to support trade execution, reporting, and back‑office functions.

Noteworthy distinctions include the firm’s regular educational seminars and speaking engagements (offered for fees or sometimes pro‑bono), an uncommon offering among peer team firms, and an emphasis on divorce‑related financial consulting, forensic accounting, and business valuation work. Staff hold several specialized credentials (for example, in divorce finance, financial forensics, valuation, tax representation, retirement planning, and CFP® certification), and the firm also lists financial education and software development consulting as part of its broader services.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Demographic focus

Divorced

Fee options

Fixed

Project Based Financial Planning fixed fee ranges from $2,500 to $10,000; Ongoing Financial Planning upfront fee $500 to $2,500

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: Negotiable

Project-based

$400 per hour for Financial Planning engagements

Subscriptions

Ongoing Financial Planning monthly fee ranges from $200 to $900, paid monthly in advance

Other

Fee-only: Project Based Financial Planning fixed fee from $2,500 to $10,000; Financial Planning hourly fee $400/hour; Ongoing Financial Planning monthly fee $200 to $900 plus upfront fee $500 to $2,500

Main office location

Intentional Wealth Partners

7017 Pearl Rd, Suite 12

Cleveland OH 44130, United States

Number of offices

3

Most active in

California · Ohio · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Jennifer B

CFP®

San Jose, CA

Intentional Wealth Partners

I am committed to supporting individuals through life’s transitions—whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. Change can be overwhelming, and my mission is to help clients move through it with confidence, security, and a clear plan for what comes next. With a holistic and compassionate approach, I help simplify complex financial decisions—addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Each plan is personalized to reflect your goals, values, and unique circumstances. Since beginning my career in 2006, I’ve worked across wealth management, employee benefits, and financial education. Over the years, I’ve seen how empowering it can be when people gain control and understanding over their finances—especially during uncertain times. I’m particularly passionate about working with Solo Agers and women navigating life transitions. Having rebuilt my own financial foundation after becoming a single mom in 2010, I understand firsthand the challenges and opportunities that come with starting over. Through persistence and smart financial choices, I achieved one of my proudest milestones—purchasing my own condo in 2021. I am based in the San Francisco Bay Area and work with clients all across the country. In my spare time, I enjoy nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with my daughter and our two rescue cats, Turbo and Tyson. If you're ready to embark on your financial journey with a trusted partner by your side, I invite you to schedule a complimentary consultation with me at https://calendly.com/jenniferbush-iwp/intro-call. Together, we'll navigate life's financial transitions with confidence and purpose.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired Divorced Women Women Professionals Widow/Widower
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Leah H

Series 66

Cleveland, OH

Intentional Wealth Partners

Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Intentional Wealth Partners since 2017 and is also President of Great Lakes Divorce Financial Solutions, LLC, a consulting firm specializing in financial services for individuals undergoing divorce and their attorneys. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, incorporating fundamental security analysis and modern portfolio theory. The firm is notable for its public education initiatives and specialized expertise in divorce financial consulting and forensic valuation.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired Divorced
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Michelle R

Series 65

Cleveland, OH

Intentional Wealth Partners

Michelle Raddell is a financial advisor at Intentional Wealth Partners with two years of industry experience. She holds a Series 65 designation and previously worked at John Carroll University and New York University. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning services. The firm combines fundamental security analysis with modern portfolio theory and maintains specialized expertise in divorce planning and financial forensics.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired Divorced
user avatar

Denise F

Series 63, Series 66

Cleveland, OH

Intentional Wealth Partners

Denise French is a financial advisor with Intentional Wealth Partners, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her previous roles include positions at Belpointe Asset Management, Engrave Wealth Partners, and Voya Financial Advisors. She is also involved in divorce mediation and financial education through Divorce Strategies Group and owns SHFD Forensics, which provides forensic accounting and business valuation services. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, business planning, and risk management. The firm combines fundamental security analysis with modern portfolio theory and maintains a specialized focus on divorce-related financial consulting and forensic valuation.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired Divorced
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