Intentional Wealth Strategies

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Client assets under management

$160,486,003

Clients

161

32% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$996,807

About

Intentional Wealth Strategies serves individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations, corporations and retirement plans. The firm offers comprehensive wealth management that combines financial planning and discretionary investment management with retirement plan consulting and a separate estate‑planning consulting service facilitated through a third‑party technology platform.

The firm follows an evidence‑based investment process that emphasizes global diversification, factor exposures (e.g., size, value, momentum) and fundamental analysis, and it implements portfolios using mutual funds, ETFs, individual equities and fixed income, options, independent managers and occasional privately placed securities. Accounts are generally managed on a discretionary basis, with allocations tailored to each client’s risk tolerance, time horizon and liquidity needs, and subject to ongoing monitoring and rebalancing.

Noteworthy aspects include a formal, fixed‑fee estate planning consulting offering delivered via the Wealth, Inc. application and the firm’s ability to provide ERISA plan services — including acting as a discretionary 3(38) fiduciary or a non‑discretionary adviser and providing participant‑level education. Intentional Wealth Strategies is a recently registered adviser operating with a three‑advisor team managing about $171 million in discretionary assets and receives institutional custody and technology support from a major custodian that is tied to asset‑level thresholds.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Factor investing / smart beta

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Estate planning consulting services fixed fee $500 - $5,000

Percentage

Under $500,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% Above $3,000,000+: Negotiable

Commissions

Certain supervised persons offer insurance products under separate commission-based arrangements

Other

Fee-only: Fixed start-up fee for financial planning and consulting services ranging from $2,000 to $10,000, negotiable; Estate planning consulting fixed fee between $500 - $5,000

Main office location

Intentional Wealth Strategies

1125 Kelly Johnson Blvd., Suite 111

Colorado Springs CO 80920, United States

Number of offices

Most active in

Arizona · California · Colorado · Maryland · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 719-694-8002

Advisors at this firm

Christopher L

CFP®, CFA®, Series 63, Series 66

Colorado Springs, CO

Intentional Wealth Strategies

Christopher Long is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently an advisor at Intentional Wealth Strategies in Colorado Springs, CO, where he has worked since 2020. His prior experience includes roles at Breglio, Long & Associates and Raymond James Financial Services, among others. Intentional Wealth Strategies serves individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based, disciplined investment process focused on global diversification, fundamental analysis, and factor exposures to construct and rebalance portfolios.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Factor investing / smart beta Founder/Business Owner Retired

Richard C

CFP®, Series 63, Series 65

Colorado Springs, CO

Intentional Wealth Strategies

Richard Carroll is a CFP® professional with 14 years of experience in financial advising. He is currently with Intentional Wealth Strategies in Colorado Springs, where he has worked since 2020, including its predecessor entities. His prior experience includes five years at First Ascent Financial, LLC. Intentional Wealth Strategies serves individual clients, trusts, estates, charitable organizations, corporations, and retirement plans with wealth management, financial planning, and retirement plan consulting. The firm follows an evidence-based investment process emphasizing global diversification, fundamental analysis, and factor exposures, combining mutual funds, ETFs, individual securities, and independent managers tailored to client risk tolerance and time horizon.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Factor investing / smart beta Founder/Business Owner Retired

Blake L

Series 65

Elkridge, MD

Intentional Wealth Strategies

Blake Luehlfing is a financial advisor at Intentional Wealth Strategies with a Series 65 designation and one year of industry experience. His prior work history includes self-employment periods from 2023 to 2025. Intentional Wealth Strategies serves individual clients, trusts, estates, charitable organizations, corporations, and retirement plans, providing wealth management, financial planning, and retirement plan consulting. The firm uses an evidence-based, disciplined investment process focused on global diversification, fundamental analysis, and factor exposures to construct and rebalance portfolios.

General estate planning guidance Trust structures (GRAT, IDGT, revocable) Factor investing / smart beta Founder/Business Owner Retired

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