Intentional Wealth Strategies

Intentional Wealth Strategies, operating as Long Carroll Wealth, LLC, is a registered investment adviser based in Colorado Springs, CO. Established in 2023, the firm specializes in financial planning, consulting, and investment management services. The firm is owned by Surf2Springs, Inc. and Lehmann, Inc. As of December 31, 2024, the firm managed $139,344,175 in assets on a discretionary basis. Clients can engage the firm for services like business planning, estate planning, retirement planning, and more. Investment strategies are grounded in fundamental analysis, emphasizing factors like market efficiency, diversification, and risk-return relationships. The firm constructs globally diversified portfolios, utilizing mutual funds, ETFs, and individual securities aligned with client objectives. Fees are charged based on assets under management, with rates ranging from 1.20% to negotiable for portfolios over $3,000,000. The firm recommends Charles Schwab & Co, Inc. for custody and brokerage services, receiving benefits based on client assets held at Schwab. IWS exercises investment discretion and does not accept proxy voting authority. The firm does not have any material disciplinary history and does not prepay fees or solicit funds in advance that could impair its financial condition.