Intent Investment Management

PRIVATE WEALTH MANAGEMENT

We cater to the unique and often complex needs of wealth creators. Our clients include Founders, Executives, Highly Compensated Employees, and High-Net-Worth Families.

IIM executes through a close partnership with Amoretti Advisors, cultivating a holistic approach to achieve better outcomes.

Tax Planning & Advisory

Multifaceted forward-looking analysis to potentially minimize current and future taxes. Leveraging our tax law expertise and thoughtful analysis we help clients optimize complex tax situations.

Tax Efficient Investing

Equity Compensation & Option Planning

Liquidity Event Preparation

Charitable Giving Implementation

Tax Preparation & Filing

Coordinated approach enabling us to smoothly and accurately navigate the complexities of preparing and filing intricate tax returns. Confidently file accurate, fully optimized returns.

Investment Income (Div, Int, Cap Gains)

Real Estate Transactions

Estimated Quarterly Payments

Audit Representations

Wealth Planning

Sophisticated analysis and strategies to help clients accumulate, preserve, enjoy, and transfer wealth. Through planning we bring clarity to the complexities associated with wealth accumulation.

Goal Analysis

Lifestyle Enrichment

Philanthropic Impact

Wealth Transfer

professional investing diversification sophisticated

Investment Management

We are risk-based managers of capital, aligning custom allocations with our clients' unique goals. We utilize our experience and expertise across both public and private markets worldwide.

Public Securities

Private Offerings

ESG Investing

Diversified Crypto

Investments and financial planning offered through Intent Investment Management, a Registered Investment Advisor with a CRD# of 315111. Tax Advisory and Planning offered through Amoretti Advisors, a California professional corporation.