Welcome

Serving clients throughout the country and the Phoenix metro area for over 30 years, we are an independent, fee-only financial planning and investment advisory firm.

“Intrinsic Wealth Counsel” speaks clearly to what we aspire. We manage and invest money based on the Intrinsic value of companies. When it comes to life planning, Wealth is far more than money. We believe that intrinsic motivations are far more powerful a force for life goal achievement than extrinsic motivations. We also believe there are few, if any, who enjoy being “managed”— however, most of us recognize the need and benefits of seeking Counsel from a trusted advisor or friend. We aspire to be both.

 

“Dream lofty dreams, and as you dream, so shall you become. Your Vision is the promise of what you shall one day be; your Ideal is the prophecy of what you shall at last unveil.

The greatest achievement was at first and for a time a dream. The oak sleeps in the acorn; the bird waits in the egg; and in the highest vision of the soul a waking angel stirs. Dreams are the seedlings of realities.”
– James Allen

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