This week, we are zooming in on another one of our clients, Intrepid Wealth Partners. Intrepid Wealth Partners, LLC provides financial and investment planning for entrepreneurs, founders, and business owners. The company also provides insurance solutions, as well as, portfolio and retirement income planning. Intrepid Wealth is centered around its’ passion to help people enjoy their lives more thoroughly by providing financial planning. This passion is what makes Intrepid Wealth unique in its’ industry.
Derek Notman is the founder and CEO of Intrepid Wealth Partners. Derek is a Certified Financial Planner who puts his clients needs and interest above anything else. He has a unique approach to his work and a strong relationship with his clients. His mission to help others live a more comfortable life through financial planning is one that we respect and happily support.
Impact works closely with Intrepid Wealth Partners through email management, conference calls, customer work, and more. Our team member, Ashley Cortino, keeps up with the tasks and responsibilities of Intrepid Wealth and we could not be more proud of the work that goes into this client.
If you would like to learn more about Intrepid Wealth Partners, head to their website.