Intention Wealth Management

Intention Wealth Management Intention Wealth Management is a boutique advisory practice affiliated with Northwestern Mutual

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Intention Wealth Management is a boutique advisory practice affiliated with Northwestern Mutual.

At Intention Wealth Management, We’re proud to support and stand with the LGBTQ+ community, creating a space where every...
06/01/2026

At Intention Wealth Management, We’re proud to support and stand with the LGBTQ+ community, creating a space where everyone feels seen, heard, and valued.

This month, we’re shining a spotlight on Prideful Financial Planning for same-sex couples, offering personalized strategies tailored to your unique goals and needs.

Whether you’re planning for the future or navigating complex financial decisions, we’re here to support you every step of the way. ❤️🏳️‍🌈

May is Mental Health Awareness Month and your finances and mental wellbeing are closely linked.This week’s tip (and last...
05/29/2026

May is Mental Health Awareness Month and your finances and mental wellbeing are closely linked.

This week’s tip (and last for the month): If you’re feeling stuck, start by setting up just one automatic payment. Feeling confused? Write down all your accounts in one place. And if anxiety sets in, don’t hesitate to book time with the Intention Wealth Management team—we’re here to help.

Today is 529 Day, the perfect time to think about your child’s future! Whether you’re just starting to save or want to r...
05/29/2026

Today is 529 Day, the perfect time to think about your child’s future!

Whether you’re just starting to save or want to review your existing College Savings plan, our team is here to help create smart and intentional strategies that work for your family. A 529 plan can offer tax advantages and can be used for a variety of education expenses.

Ready to get started or have questions? Connect with us today to learn more 🎓

Intention Wealth Management wishes you a joyful and blessed Eid al-Adha! ✨May this special time bring peace, happiness, ...
05/27/2026

Intention Wealth Management wishes you a joyful and blessed Eid al-Adha! ✨

May this special time bring peace, happiness, and prosperity to you and your loved ones.

Honoring the brave, remembering the fallen. 🇺🇸This Memorial Day, Intention Wealth Management takes a moment to reflect o...
05/25/2026

Honoring the brave, remembering the fallen. 🇺🇸

This Memorial Day, Intention Wealth Management takes a moment to reflect on the courage and sacrifice of those who fought for our freedom. Let's honor their legacy by valuing the liberty they fought for.

Wishing you a meaningful day with your loved ones. ❤️🤍💙

May is Mental Health Awareness Month and your finances and mental health are closely linked. This week's tip: If you're ...
05/15/2026

May is Mental Health Awareness Month and your finances and mental health are closely linked.

This week's tip: If you're feeling overwhelmed, start by just checking your account balance. If stress kicks in, focus on identifying your top 3 expenses.

Check back each week for simple tips to support your well-being. If you'd like a financial plan that supports both your money and mental health, contact the Intention Wealth Management team, we're here to help!

Happy Mother’s Day to all the incredible moms out there! Thank you for your endless love, strength, and guidance, you i...
05/10/2026

Happy Mother’s Day to all the incredible moms out there! Thank you for your endless love, strength, and guidance, you inspire us every day. Whether you’re a mom, mother figure, or someone who supports and nurtures others, today we celebrate YOU! 🌷💖

How are you honoring the special women in your life today?

Spring-cleaning isn't just for your home, your finances can be spruced up too! This season is a great time to review rec...
05/09/2026

Spring-cleaning isn't just for your home, your finances can be spruced up too! This season is a great time to review recent spending, cancel forgotten subscriptions, organize tax documents, rebalance investments, and reset your long term plans and goals.

A quick financial tidy up can set clarity and intention for the year ahead. Want a checklist or need help getting started? We're here to help!

May is Mental Health Awareness Month and your finances and mental health are deeply connected. This week's tip: If you'r...
05/08/2026

May is Mental Health Awareness Month and your finances and mental health are deeply connected.

This week's tip: If you're feeling overwhelmed, try paying one bill at a time. Small steps can make a big difference in reducing stress.

Stay tuned each week for simple tips to support your well-being. 💪

Need a financial plan that supports your finances and mental health? Contact the Intention Wealth Management team, we're here to help.

April was full of fun for the Intention Wealth Management team! 🎉 Scott and his family explored the magic of Disney Worl...
05/01/2026

April was full of fun for the Intention Wealth Management team! 🎉 Scott and his family explored the magic of Disney World, Jenn enjoyed a fascinating presentation on Broadway and Disney’s past and present shows, and Tara dusted off her jazz shoes to compete with her daughter’s dance studio with the rest of the kids and adults after a 5-year hiatus!

We’re all excited to make the most of the rest of spring! 🌸 What have you been up to this season?

Address

1305 Franklin Avenue, Ste 270
Garden City, NY
11530

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 5pm

Telephone

+15163488159

Website

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