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Our Team

We are a fee-only, independent financial life planning and wealth management firm integrating your money and your life with an attitude of gratitude.

We are completely Fee-for-Service

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How are we compensated for the advisory services we offer?

We provide our financial planning and portfolio management services under a single fee structure, billed as a percentage of the assets we manage.

The minimum quarterly fee is $1,250 (annual $5,000). The minimum assets under management is $500,000.

We bill one rate on all assets. The annual fee schedule is as follows:

For a description of our fees and required disclosures, please see our disclosure document (ADV Part 2).

Please contact us with any questions or to schedule an introductory meeting.

Services 1

Financial Life Planning

Real Planning for Real Life means dealing with money and the human experience. We have found over the last 30 plus years this means integrating your money life with your real life, finding practical solutions when challenges and opportunities arise and giving your money meaning and purpose that honors your life goals and values.

We offer holistic, comprehensive personal financial planning services.  We believe that the relationship between advisor and client must be envisioned as life-long. We believe that successful financial plans are the active expressions of the client’s intention and attention toward goal fulfillment and self-actualization. We believe that goal fulfillment and self-actualization are the active and continuous responsibilities and choice of the client, and it is our obligation to collaborate on the details, co-discover the “how” with the client, and work synergistically with the client’s allied professionals.

Services 2

Wealth Management

For over 30 years, clients have relied on us to achieve their growth, income, and liquidity needs and goals for themselves and future generations. We do so by creating customized and diversified equity and income portfolios with access to institutional class securities. Keeping costs low while tax-efficiently investing in undervalued areas of the markets are paramount to better risk/reward outcomes for your wealth. When it comes to investing, we at IWC eat our own cooking. In that spirit, we end each of our quarterly letters to our clients with the following:

Our success is aligned with yours, and you have our absolute best efforts in fulfilling your long-term planning and portfolio goals. On behalf of your financial life planning team at IWC, thank you for allowing us to serve and be a part of your lives.

Contact us to schedule a no cost introductory meeting to get acquainted and understand whether our services match your goals and needs.

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

IWC COVID-19 Update

While we are carefully implementing social distancing and physical distancing measures, we are still open and working to serve you and your financial needs. 

We are available by phone: (480) 924-5613, video conferencing, and email, Mondays – Thursdays, 8am-5pm, and Fridays 8am-4pm.

Thank you for allowing us to serve and be a part of your team.

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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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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