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Serving clients throughout the country and the Phoenix metro area for over 30 years, we are an independent, fee-only financial planning and investment advisory firm.

“Intrinsic Wealth Counsel” speaks clearly to what we aspire. We co-create plans around clients’ Intrinsic motivations, and manage clients’ life savings based on the Intrinsic value of companies. When it comes to life planning, Wealth is far more than money. We believe that intrinsic motivations are far more powerful a force for life goal achievement than extrinsic motivations. We also believe there are few, if any, who enjoy being “managed”— however, most of us recognize the need and benefits of seeking Counsel from a trusted advisor or friend. We aspire to be both.

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“Dream lofty dreams, and as you dream, so shall you become. Your Vision is the promise of what you shall one day be; your Ideal is the prophecy of what you shall at last unveil.

The greatest achievement was at first and for a time a dream. The oak sleeps in the acorn; the bird waits in the egg; and in the highest vision of the soul a waking angel stirs. Dreams are the seedlings of realities.”
– James Allen

OUR SERVICES

We are an independent life planning and wealth counsel firm integrating your money and your life with an attitude of gratitude.

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Intrinsic Wealth Counsel

A fiduciary team by your side, every step of the way.

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Financial Life Planning

Holistic care, skill, and judgement for your best decision making.

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Wealth Management

Decades of experience and discipline, achieving your goals through customized portfolio solutions.

OUR TEAM

Chuck Autrey

Investment Committee Member

Cindy Wise, FPQP™

Executive Administrator

Gieselle Ebot, FPQP™

Portfolio Administrator

Alina Serafimov

Administrative Assistant

Our Ideal Client

We believe that life is too short to work with people you do not enjoy. Hence, our Ideal Clients are generally nice people who see themselves as nice people and also prefer to work with those they enjoy.

Intrinsic Café Intrinsic Blog

Retirement Income Realities & Solutions

Retirement Income Realities & Solutions

The goal of traditional retirement planning has been to build a “nest egg” of personal savings and investments...

Read More

Many Boomers Choose a New Perspective on Life and Money

Many Boomers Choose a New Perspective on Life and Money

In terms of adult development theory, life after 50 is typically a pivotal stage when individuals reflect on...

Read More

Defining “True Wealth”

Defining “True Wealth”

By “how much is enough?,” I mean the amount that will allow you to stop driving so hard professionally should...

Read More

Our Offices

Tempe, Arizona

1255 W. Rio Salado Parkway #115,
Tempe, AZ 85281

(480) 924-5613

(480) 924-8062

NEW OFFICE!

Orange County, California

2522 Chambers Road #200A,
Tustin, CA 92782

(480) 924-5613

(480) 924-8062

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TD Ameritrade is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this website. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. TD Ameritrade does not review the Intrinsic Wealth Counsel website, and makes no representation regarding the content of the website. The information contained in the Intrinsic Wealth Counsel website should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA.

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Schwab is a registered broker-dealer, and is not affiliated with Intrinsic Wealth or any advisor(s) whose name(s) appear(s) on this website. Intrinsic Wealth is independently owned and operated. Schwab neither endorses nor recommends Intrinsic Wealth. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Intrinsic Wealth under which Schwab provides Intrinsic Wealth with services related to your account. Schwab does not review Intrinsic Wealth’ website(s), and makes no representation regarding information contained in Intrinsic Wealth’ website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities

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Contact Us

Our Offices

Tempe, Arizona

1255 W. Rio Salado Parkway #115,
Tempe, AZ 85281

(480) 924-5613

(480) 924-8062

NEW OFFICE!

Orange County, California

2522 Chambers Road #200A,
Tustin, CA 92782

(480) 924-5613

(480) 924-8062