Intrepid Wealth Partners, LLC

Come learn in this free eBook:

Who is Derek Notman?
Living Your Best Life Today & Tomorrow
The Megatrend Transformation of Wealth Management & Financial Advice
Location Independence
Tech & Tools We Use To Provide An Amazing Client Experience
Services We Provide
Types of People We Specialize Partnering With
5 Tips on How to Connect with the Ideal Virtual Advisor

https://www.intrepidwealthpartners.com/ebook/virtual-wealth-management-transformation-ebook

Virtual Wealth Management eBook | Virtual Financial Advisor | Intrepid Wealth Partners Download the Virtual Wealth Management eBook.

As a high-net-worth individual, your approach to screening a wealth management advisor should be tailored to your unique needs. Here is why it is so imperative to vet your wealth management advisor:

https://www.tribeofluxury.com/blog-01/why-it-imperative-vet-your-wealth-management-advisor

If there’s one thing we’ve learned over the past year-and-a-half, it is that there is no time like the present to live in the moment and live your best life. After all, as a self-minted millionaire, you’ve earned it right?

Here are some of my secrets to living a luxury lifestyle - https://www.tribeofluxury.com/blog-01/secrets-affluence-how-live-luxury-lifestyle

As self-minted millionaires, the ultimate discovery is that nothing fundamentally changes when you have a lot of money. There are still relationships that need nurturing, and there’s always more to be worked on. How do you improve your quality of life as a self-minted millionaire? Look at this blog I wrote for inspiration:

https://www.tribeofluxury.com/blog-01/how-improve-quality-life-self-minted-millionaire

-mintedmillionaires

Studies have proven that those who plan get dealt a better hand in financial success. Have you ever wondered how to build generational wealth? Of course, you have. Financial goal setting is the key! In this blog, I've put together ideas for fundamental goals planning:

https://www.tribeofluxury.com/blog-01/living-luxury-fundamental-goals-planning-wealthy

“Your economic security does not lie in your job; it lies in your own power to produce—to think, to learn, to create, to adapt. That’s true financial independence. It’s not having wealth; it’s having the power to produce wealth.” – Stephen Covey

Agree?

Happiness is when we feel positive about ourselves and our lives. It is something we feel within. Do you agree? Even though money may not directly buy happiness, it does offer a greater deal of choice. So, how do we preserve our health and wealth in our pursuit of happiness as self-minted millionaires? Check out our latest blog for some insight.

http://ow.ly/V19g50FrvOf

Luxury has had a long history in becoming the focal point of life that it is today. In this blog, we explore the history of luxury and the changing trends over the years.

https://www.tribeofluxury.com/blog-01/changing-trends-history-luxury

If you are a self-minted millionaire, then you probably have done some financial planning to manager your wealth management. But did you know that you can get the same customized & tailored solutions Virtually? We blend expert human advice with robust technology via our Virtual Financial Advisor CFP® model.

To find out more, visit our website today to learn more and see if you are an ideal fit for the types of clients we serve best.
https://www.intrepidwealthpartners.com/

Did You Know: Working with a Virtual Certified Financial Planner® can SAVE you TIME and MONEY!

Whether we are viewing financial documents on a shared computer screen, completing paperwork in a paperless environment, or meeting for the first time, we embrace technology to improve and simplify the entire client experience.

To find out more, visit our website today, we may just be exactly what you have been looking for! https://www.intrepidwealthpartners.com/