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Intentional Wealth Planning

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Firm Details

Metro area Nashville
CRD Number 343113
Website intentionalwp.com
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Overview

Intentional Wealth Planning is a Brentwood, Tennessee-based registered investment adviser providing fee-only investment management and comprehensive financial planning to individuals, professionals, business owners and retirees. The firm integrates portfolio management with retirement, tax, estate, risk and wealth-transfer planning. Led by CFP® professional Doug Vowels, the practice operates under a fiduciary model focused on coordinating clients' broader financial lives.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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