About Us

Intrepid Private Wealth is an independent, employee-owned, investment advisory firm, focused on helping our clients simplify the complexity of managing, growing and protecting their wealth.

Based in Jacksonville Beach, Florida, we are a 25-year old boutique firm, deeply experienced in building customized financial plans and investment portfolios, and driven by our commitment to provide concierge-type personal service.

We are well-versed in responding to the unforeseen financial situations that may arise, whether they be complicated issues or everyday concerns.

Intrepid Private Wealth is an independent, employee-owned, investment advisory firm, focused on helping our clients simplify the complexity of managing, growing and protecting their wealth.

Based in Jacksonville Beach, Florida, we are a 25-year old boutique firm, deeply experienced in building customized financial plans and investment portfolios, and driven by our commitment to provide concierge-type personal service.

We are well-versed in responding to the unforeseen financial situations that may arise, whether they be complicated issues or everyday concerns.

Our Mission

We look to enrich the lives of our clients, our employees and our shareholders through the enduring partnerships we foster.

We strive to earn our clients’ trust by putting their interests first, supported by effective planning and a disciplined investment process, along with mutual ownership of investment strategies.

We actively contribute to our community through responsible citizenship.

Our Mission

Our Values

Trust

We earn our clients’ respect by focusing on their best interests.

Experience

With more than 25 years of experience, we have developed an expertise through all types of economic and market cycles.

Excellence

We are committed to delivering exceptional performance through discipline, continued learning and the mastering of professional development for the benefit of our clients, our team and our firm.

Service

We thrive on providing our clients with quality personal attention, underscoring an exceptional client experience that builds both confidence and positive results.

Simplification

We reduce the complexity of our clients’ lives by prioritizing challenges and recommending clearly planned and highly customized solutions.

Community Involvement

Our team members volunteer throughout the Jacksonville community on a regular basis, and our employee Charity Committee is responsible for making decisions regarding the firm’s charitable giving and long-term partnerships.

Giving back to our community is one of the core principles on which Intrepid was founded. We support many nonprofits and philanthropic causes in Northeast Florida and beyond, including the following organizations.

Pace Kids
Coaches Honor
Feeding NE Florida
Feeding NE Florida
Feeding NE Florida
JBJ Philanthropy
Mission House Compassion By The Sea
United Way