We specialize helping self-minted millionaires who travel the world in luxury make more informed and effective financial decisions that make them feel relieved, confident, self-assured, and empowered - and great about your wealth. We serve people who created their own wealth through our commitment to trust, integrity, and accountability.
We help our clients realize their hopes, dreams, and goals so you can live your best life today & tomorrow. We do this with highly customized and tailored solutions for your specific needs by blending expert human advice with robust technology through our Virtual Financial Advisor CFP model. Our firm has been working virtually since 2013, pioneering the Virtual Financial Advisor Movement.
We help our clients realize their hopes, dreams, and goals so you can live your best life today & tomorrow. We do this with highly customized and tailored solutions for your specific needs by blending expert human advice with robust technology through our Virtual Financial Advisor CFP model. Our firm has been working virtually since 2013, pioneering the Virtual Financial Advisor Movement.
Services
Intrepid Wealth Partners is leading the way as the Virtual Financial Advisor practice of the future. As a Virtual financial planning practice we are able to save our clients time & money while being able to help you regardless of physical location. By combining robust technology with human advisors we are helping improve all aspects of financial, investment, and insurance planning for our clients.
Highly structured tailored solutions to meet your needs through comprehensive financial planning including but not limited to:. Comprehensive investment portfolio management with a focus on protecting & growing wealth. We help clients crystalize their hopes, dreams, and goals for the future and then help them create an actionable financial plan with specific recommendations on how to realize all that is important to them.
Hello, my friends call me Derek or DJ. Thank you for taking the time to visit my website to learn more about our team and what we do. I am a Virtual Financial Advisor, CERTIFIED FINANCIAL PLANNER, and the Founder of Intrepid Wealth Partners. I am married to my lovely wife Amanda. We have a 9 year old son (going on 16!) Neary, and a rescue dog, Barley, who is an English Setter that we rescued from Lebanon!
The #1 reason people don't realize their hopes, dreams & goals is because they fail to plan for them. By collaborating with our team of expert advisors to build an actionable financial plan, you will increase the likelihood of getting all that you want out of life. We use a "Results by Design" financial planning process.
Have household incomes of $500,000+ a year and/or household investible assets of $3,000,000+ (or expect to in the next 2-3 years). Based on your hopes, dreams & goals for the future we leverage robust technology with our expertise to build an actionable plan for you. It is not known whether the listed references approved or disapproved of the adviser or the advisory services provided.
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