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.

📈 Quarter 2 delivered a strong market rebound—but the headlines only tell part of the story.From impressive S&P 500 earn...
07/16/2026

📈 Quarter 2 delivered a strong market rebound—but the headlines only tell part of the story.

From impressive S&P 500 earnings growth and broader market participation to ongoing inflation concerns, the current market environment is being shaped by several key trends.

Discover the 4 statistics that matter most in our partner firm, Northwestern Mutual's latest Quarterly Market Commentary.

🔗 Read more here: https://www.northwesternmutual.com/life-and-money/markets-broaden-as-ai-costs-rise-and-inflation-lingers/?utm_source=facebook&utm_content=_&agentid=019712

Recognition is great. Making a difference for clients is even better.That's why we're proud to partner with Northwestern...
07/14/2026

Recognition is great. Making a difference for clients is even better.

That's why we're proud to partner with Northwestern Mutual, whose advisors continue to earn industry-leading recognition. Together, we're focused on what matters most: helping individuals, families, and business owners make confident financial decisions.

For the third consecutive year, we are proud to be recognized on the Forbes Best-In-State Top Financial Security Profess...
07/13/2026

For the third consecutive year, we are proud to be recognized on the Forbes Best-In-State Top Financial Security Professionals list for 2026. 🎉

This recognition reflects our commitment to helping individuals and families navigate every stage of their financial journey—from retirement planning and investment strategies to life's biggest transitions.

We're also proud to be part of Northwestern Mutual, which once again led the industry with more advisors recognized on the Forbes rankings than any other firm. This year, more than 930 Northwestern Mutual advisors earned a spot on the Best-in-State Financial Security Professionals list, and the company captured 31 of the Top 100 national rankings.

Most importantly, thank you to our clients for your trust and confidence. Your partnership is the reason we do what we do, and we are honored to help you pursue your goals with clarity and confidence.

💙 Thank you for being part of our journey.

Happy 4th of July! ✨🇺🇸As we celebrate Independence Day, we’re also gearing up for a historic milestone—the 250th anniver...
07/04/2026

Happy 4th of July! ✨🇺🇸

As we celebrate Independence Day, we’re also gearing up for a historic milestone—the 250th anniversary of our nation. It’s a great reminder of how far we’ve come and the importance of planning for a strong future.

Just like our country was built on vision, resilience, and smart decisions, financial planning is all about laying the groundwork today for the life you want tomorrow. Whether it’s saving for big milestones, protecting what matters most, or preparing for the next generation, small steps now can make a lasting difference.

Here’s to freedom, opportunity, and building a future worth celebrating—for the next 250 years and beyond. 🎆

June Recap ✨Family time, community moments, local adventures, and a few sweet treats along the way. June was full of mem...
07/02/2026

June Recap ✨

Family time, community moments, local adventures, and a few sweet treats along the way. June was full of memories that remind us to enjoy the journey while planning for the future.

Here's to a great month and an even better July! 🎆

There’s something special about The World Cup,the energy, the teamwork, and the reminder that progress comes one play at...
06/26/2026

There’s something special about The World Cup,the energy, the teamwork, and the reminder that progress comes one play at a time. 💪🏻

It’s not so different from your financial journey… steady effort, thoughtful decisions, and staying focused on what matters most over time.

The Intention Wealth Management team is cheering on Team USA! Here's to grit, goals, and a great tournament ahead!

Halfway through the year is the perfect time to pause, reset, and realign with what matters most. Here’s your simple che...
06/23/2026

Halfway through the year is the perfect time to pause, reset, and realign with what matters most. Here’s your simple checklist to get back on track!

Small steps today can create big momentum for the rest of the year. What’s ONE thing you’re resetting this week?

Happy Father’s Day to all the dads out there! 👔💙Being a great dad means planning not just for today, but for your family...
06/21/2026

Happy Father’s Day to all the dads out there! 👔💙

Being a great dad means planning not just for today, but for your family’s future. Financial planning helps you protect what matters most and build a legacy your kids can be proud of.

This Father’s Day, take a moment to think about the steps you’re taking to secure your family’s financial future—and if you want help making a solid plan, the Intention Wealth Management team is here for you.

Today we honor Juneteenth — a day of freedom, resilience, and reflection. Beyond celebrating, it’s a reminder of the imp...
06/19/2026

Today we honor Juneteenth — a day of freedom, resilience, and reflection. Beyond celebrating, it’s a reminder of the importance of economic empowerment and closing the racial wealth gap through education, access, and intentional planning.

This Juneteenth, consider supporting Black-owned businesses, investing in financial literacy, and building strategies that create generational wealth. If you’d like help starting or strengthening a plan, the Intention Wealth Management team is here to help.

🏀🎉 The New York Knicks brought home a big win, and the Intention Wealth Management team is celebrating every moment! Jus...
06/15/2026

🏀🎉 The New York Knicks brought home a big win, and the Intention Wealth Management team is celebrating every moment! Just like in basketball, success in finance comes from teamwork, strategy, and smart plays.

Ready to make winning moves with your money? Let’s create a game plan that scores for your future!

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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