A Thoughtful Path For Your Financial Future

Intrepid Private Wealth

We provide the financial expertise, meaningful experience, and genuine care that you need, Your financial matters will be handled with simplified, intelligent and sound decisions. Together, the priority becomes your peace of mind.

Why Intrepid?

We are independent thinkers. Our open architecture approach to wealth management empowers us to recommend the best possible, most appropriate products and solutions to help our clients achieve their financial and investment objectives.

We support each client relationship with true advocacy, which begins with developing a deep understanding of your circumstances and all aspects of your life that may impact your financial affairs.

We exceed the fiduciary standard by proactively offering education about markets and investments, recommendations about business opportunities, and connections through our personal and professional networks.

Independence

We offer objective advice that is not influenced by corporate or institutional agendas, driven by the need to cross-sell.

Experience

Our years in the investment business have given us the insights achieved only through the experience of multiple and varied market cycles.

Stability

We are proud of our long-tenured team, working under a consistent leadership, which has fostered our service-oriented culture of teamwork and collaboration.

Opportunities

In addition to the wide range of financial services offered by the firm, Intrepid creates customized portfolios and provides access to exclusive investment opportunities for our clients.

Contact Us

The first step on your path forward is to tell us where you want to go. We’re ready to listen.

Call or email us today.