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.

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?

May is Mental Health Awareness Month and your finances and mental health are closely connected. Stay tuned each week for...
05/01/2026

May is Mental Health Awareness Month and your finances and mental health are closely connected. Stay tuned each week for simple tips to support your well-being. If you'd like a plan that supports your financial and mental health, reach out to the Intention Wealth Management team.

May is AAPI Heritage Month, and at Intention Wealth Management we’re proud to celebrate the rich cultures, stories, and ...
05/01/2026

May is AAPI Heritage Month, and at Intention Wealth Management we’re proud to celebrate the rich cultures, stories, and contributions of Asian American and Pacific Islander communities.

As Financial Literacy Month wraps up, here’s a quick post breaking down the differences between 401(k)s and IRAs. Want t...
04/30/2026

As Financial Literacy Month wraps up, here’s a quick post breaking down the differences between 401(k)s and IRAs.

Want to dig deeper or review your retirement strategy? Contact the Intention Wealth Management team, we’re happy to help.

04/17/2026

Teaching kids about money is a lifelong gift. Start with small milestones: first allowance, first job, college choices, to build smart habits early.

Want tips or resources? Contact the Intention Wealth Management team to get started. 📞

It's Ice Coffee season! Spending a few bucks on your favorite drink won't break the bank but skipping your budget? That ...
04/10/2026

It's Ice Coffee season!

Spending a few bucks on your favorite drink won't break the bank but skipping your budget? That can really hurt your wallet! 🚫

Be intentional with your money and contact the Intention Wealth Management team for a budget review. ✔️

April is Financial Literacy Month and April 15th is Tax Day! 🗓️ What if you file late? You could face penalties if you o...
04/09/2026

April is Financial Literacy Month and April 15th is Tax Day! 🗓️

What if you file late? You could face penalties if you owe, and you're expecting a refund, it might get delayed.

If you think you'll miss the deadline, don't worry as you can file an extension.

Below is an article with more info, and reach out to the team at Intention Wealth Management if you want to discuss your tax planning.

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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