Intrepid Wealth Partners, based in Madison, WI, is a virtual financial advisory firm catering to world travelers, entrepreneurs, and high achievers seeking to optimize their wealth for a fulfilling life today and tomorrow. Led by founder and CEO Derek N.H. Notman, the team at Intrepid Wealth Partners is dedicated to providing transparent, personalized financial planning services that empower clients to make informed decisions aligned with their unique goals and values.
With a focus on tailored solutions and a commitment to building lasting relationships, Intrepid Wealth Partners offers a streamlined approach to financial planning that blends expert human advice with cutting-edge technology. Embodying the spirit of adventure and innovation, the firm pioneers virtual client interactions, ensuring accessibility and flexibility for individuals seeking to thrive financially and live their best lives.
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