Intuitive Wealth Management, LLC’s roots began in 1986 when the founder, Robert Mesch, established an exclusive personal financial planning practice. An initial service model adopted customary financial services. However, in the late 1980’s, a critical discovery identified the need to address emotional concerns and expectations for each person involved in the retirement planning process. A dual services approach toward life planning and financial management was developed to address client needs.
During the 1990’s, retirement workshops addressed topics associated with new opportunities for growth in the second half of life. In 2004, a limited liability company named Integrity Wealth Management, LLC was established and changed to Intuitive Wealth Management LLC soon thereafter.
Today, we serve a small group of families located across the United States. Throughout the entire history of Intuitive Wealth Management, LLC, the overriding service model is to assist clients’ desires to remain independent and pursue their aspirations before and during “life-after-career.”