About Us

Intrinsic Wealth Management, was created from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format.

The Founder and President of IWM, Sam Lee, initially started in the financial services industry in 2010 as a fixed income trader where he managed high net worth and institutional client portfolios. Sam graduated from the University of Illinois with a Bachelor of Science degree in Finance and a Master in Science degree in Finance at the

Leavey School of Business at Santa Clara University. Sam Lee has also successfully completed accredited financial planning and investment management courses from the College of Financial Planning, Northwestern University, Wharton Business Executive Education, and Chicago Booth School of Business Executive Education.

Prior to founding IWM, Sam successfully completed the PMD financial advisor training program at Merrill Lynch where he was recognized as the top 10% of his class.

Sam Lee holds the designation of Certified Financial Planner CFP® professional, Certified Investment Management Analyst CIMA®, and Certified Private Wealth Advisor CPWA®.

In 2018 Sam decided to leave the broker world and start-up his own private wealth management firm, Intrinsic Wealth Management.

At IWM, we are passionate about changing the financial lives of our clients.

As Founder and President of IWM, Sam Lee has instilled the culture at IWM based upon the philosophies and standards of Objectivity, Transparency, Goals Based Planning, and using a Team Approach with clients.

We help our clients in all life stages and use a goals-based approach to wealth management. We help ensure client’s investment portfolios are aligned with their financial plans, goals, and more.

Feel free to contact me to schedule a time for us to have a conversation. There’s no better time than right now to make sure your financial plan is aligned with what you want to achieve

At Intrinsic Wealth Management, Steve serves as an Financial Advisor, partnering with our senior advisors in developing goals-based financial plans, portfolio analytics, and client education materials. He is passionate about helping individuals and families align their resources with their long-term objectives and is currently pursuing additional industry credentials to deepen his expertise.

Steve Lee brings more than 15 years of leadership experience in both Fortune 500 technology firms and venture-backed start-ups to Intrinsic Wealth Management (IWM). He holds a Bachelor of Science and a Master of Science in Industrial Engineering from California Polytechnic State University, San Luis Obispo, where his coursework emphasized quantitative analysis, process optimization, and risk management—skills that translate directly to prudent portfolio construction and disciplined financial planning.

Throughout his tech career Steve managed cross-functional teams and multimillion-dollar operations, while dedicating his personal time to the study of finance, economics, and capital markets. His commitment to formal education culminated in successfully passing the Series 65 Uniform Investment Adviser Law Exam, satisfying the testing requirement for registration as an Investment Adviser Representative; his IAR registration is through Highpoint Advisory Group LLC, doing business as Intrinsic Wealth Management.

Amy is a Client Associate with 19 years of experience in the financial industry. Amy comes from William Blair & Co where she assisted in Institutional Trade Support. Amy is a highly organized professional with great communication and administrative skills.