Intersecting Wealth
The intersection of financial planning, investment management, and life plans for high performers.
Intersecting Wealth · Northbrook, Idaho
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About
Intersecting Wealth is a comprehensive wealth advisory solution for high performing founders, operators, and executives. We serve as the coordinator of life plans, financial plans, and investment management.
We know that: -Life planning, financial planning and generational wealth are interconnected. -We are driven by humility and compassion to do meaningful work with good people. -Caring for clients is our highest priority. Successful financial planning starts by knowing and aligning with our clients. -We don't know it all. We are continually curious and inquisitive. -We research, investigate and partner with experts to find answers, insights and understanding. -We always ask questions and challenge every assumption, starting with ourselves. -We focus on client outcomes over margins.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
- Multi-generational families
- Pre-retirees
- Retirees
- Real estate investors
Services
- Cash Flow Planning
- Financial Planning
- Insurance/Risk Management
- Portfolio Management
- Life Transition Planning
- Family Wealth Transfer
- Retirement Planning
- Portfolio Rebalancing
- Stock Option Planning
- Tax Strategy
- Wealth Management
- Financial Advice & Coaching
Structured record
| Name | Intersecting Wealth |
|---|---|
| Firm | Intersecting Wealth |
| Location | Northbrook, Idaho |
| Fee model | Flat Fee/Retainer · One-Time Financial Planning Fee · Hourly Rate · Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Blend of both |
| Website | www.intersectingwealth.com |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation