Intrepid Wealth is an award-winning financial planning firm with over three decades of experience, known for its innovative approach to Full Cycle Investing. Led by CEO PJ, the team at Intrepid Wealth believes in being bold, different, and maverick in their strategies to position clients’ wealth advantageously in any market condition. Their commitment to providing personalized sustainable portfolios and impact strategies tailored to individual client specifications sets them apart in the industry.
Intrepid Wealth takes a holistic approach to financial planning, offering comprehensive advice on clients’ financial past, present, and future. With a focus on sustainability and a dedication to making a significant impact globally through their giving program, Intrepid Wealth aligns its mission with the 17 sustainable development goals. The firm’s philosophy revolves around transparency, expertise, and a commitment to telling clients the truth based on math and analytics, rather than controlling the narrative.
With a team led by industry experts like CEO PJ and COO Andrew, Intrepid Wealth prides itself on its deep expertise, commitment to client success, and dedication to providing a wide range of financial services tailored to meet each client’s unique needs. From debt strategy to estate planning, the firm’s goal is to help clients improve their financial position and reach the full potential of their portfolios, all while fostering a community of trust, transparency, and financial empowerment.