At Intentional Living, our approach to portfolio management and financial services in Boerne centers on individualized care and strong relationships. With an office in downtown New Braunfels, our Boerne area private investment firm understands that financial goals and life circumstances are personal to each person, which is why we carefully adapt our services to suit your needs and help you reach long-term objectives.

We believe wealth management is more than numbers on a page. Rather, it is about building trust and confidence. The foundation of our services lies in the relationships we foster with our clients. By taking the time to truly understand your priorities and concerns, we can offer guidance and support that goes beyond basic financial advice.

In today’s fast-paced world, we recognize genuine connection is invaluable. Our approach is rooted in transparency and partnership, allowing us to make informed decisions together that reflect your personal values and aspirations. At Intentional Living, we work closely with you to develop strategies that are meaningful and aligned with your goals.

With deep experience in Boerne private investments, our firm focuses on delivering comprehensive management for lasting success. From tax-advantaged investment techniques to tailored asset allocation, we offer a variety of strategies to help you achieve financial growth. Each solution is designed with your specific portfolio in mind, maximizing potential while carefully managing risk.

Clients who work with Intentional Living benefit from a personalized portfolio management experience. Our financial advisor, Jim Crider, provides customized guidance, whether you are new to investing or have extensive experience. We aim to equip you with the knowledge and confidence to make smart financial choices that secure a stable future for you and your family.

Beyond portfolio management, Intentional Living offers an array of financial services, including retirement planning, estate management reviews, and risk assessment. Our financial professional is committed to helping you navigate the financial world with ease, from planning for future security to managing current assets. Each service is crafted to support your journey towards long-term stability.

We recognize that selecting the right financial advisor is a significant decision. That is why we offer a complimentary initial consultation, allowing potential clients to experience our approach firsthand. During this consultation, we take time to understand your financial situation and aspirations, building a customized plan that aligns with your personal goals.

At Intentional Living, Boerne financial planning goes beyond creating strategies. It is about empowering clients to take control of their future. We are here to provide the experience, resources, and ongoing support necessary to help you build a life of financial freedom. Contact us today at 830-266-9191, so we can serve you and support you and your financial goals every step of the way.

Intentional Living’s client-centric philosophy rejects a one-size-fits-all approach. Instead, we view financial planning for Boerne residents as a process tailored to your specific needs, supporting you in making decisions that reflect your personal path. Our team looks forward to assisting you with a plan that brings clarity and confidence as you pursue financial success.