Sam Lee, MSF, CFP ^®,CIMA^®,CPWA^®

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