Intrepid Wealth Partners, LLC
Financial Services - Madison, Wisconsin, United States
Intrepid Wealth Partners, LLC Employees
Intrepid Wealth Partners, LLC Details
Committed to partnering with people who created their own wealth and love to travel in luxury to live their best life today and tomorrow.We focus on helping you realize your hopes, dreams, and goals through tailored solutions for your specific needs by blending expert human advice with robust technology to save you time and money through our Virtual CFP© model, empowering you to enjoy life today while still planning for tomorrow. We specialize in working with self-minted millionaires who love luxury travelers and tend to be CEOs, Founders, Business Owners, and C-Suite Executives. Our founder, Derek Notman, has started multiple successful businesses in which he created his wealth.Our firm has been working virtually since 2013 with clients coast to coast. As a Certified Financial Planner© (CFP©) Derek acts as a fiduciary for his clients, legally putting their interests ahead of his or his firms, through objective and expert advice.Check out our website to learn more about what we do, our prices, and to download our Virtual Wealth Management eBook.
Intrepid Wealth Partners, LLC Technologies
Email Providers
Gmail
CMS
Drupal
Other
Microsoft Office 365
Hosting
Amazon AWS
Online Video Platforms
Brightcove