Stop wondering what you’re forgetting. Start knowing everything’s handled.

INT Wealth Planning is a Chesterfield, MO, financial advisor and wealth planning firm built around one idea — that intentional financial planning, backed by a consistent process, changes everything.

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WHO WE WORK WITH

We work with people who have a lot going on and a lot at stake.

Most of our clients are somewhere between building serious wealth and figuring out what to do with it. They're busy, they're smart, and they're tired of managing their financial lives without a real plan.

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Ages 55–65
The Pre-Retiree

You can see retirement from here. The question is whether your plan can keep up.

You've spent decades doing the right things. But the closer retirement gets, the more the questions pile up. Taxes, Social Security timing, and how to actually turn savings into income without running out. If you're wondering whether everything is really in order, you're not alone.

That sounds like me →

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Ages 35-50
The Wealth Accumulator

You're earning well and saving when you can. But you're not sure if it's adding up to anything cohesive.

Between your career, your family, your mortgage, and the college savings you keep meaning to set up, your finances have gotten complicated. You don't need someone to sell you something. You need a plan that pulls it all together and actually gets updated as your life changes.

That sounds like me →

WHAT MAKES INT WEALTH PLANNING DIFFERENT

Not every financial advisor works the same way. Here's how we work.

A lot of firms will tell you they're comprehensive. We built a process to prove it.

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Planning comes first. Always.

We build your financial plan before we touch your investments. The plan is what drives every decision we make.

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Tax planning is part of the conversation.

We collect your tax return every year and build it into your plan—not as an afterthought, but as a core part of how we help you keep more of what you earn.

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100 things. One process.

The INTent Method is our framework for everything we do: 100 client services organized across seven areas of your financial life. You don't have to remember all 100. That's our job.

How it works

Getting started looks different for everyone, but the process is always the same. We start with an honest conversation about fit. If it makes sense to move forward, we gather everything we need and build a plan around your life. From there, you get a clear picture of where you stand, what we recommend, and exactly what happens next.

The details are in the process. And that's kind of the whole point.

Take a closer look at our process →