Intrepid Wealth Partners

Madison, United States

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Description

Specialties

Wealth creates new opportunities and challenges. Have you experienced a wealth creation event? Are you going to?

We focus on helping Entrepreneurs, Startups & Emerging Companies plan for a liquidity event and to manage their wealth after a successful exit.

History

Established in 2014.

The founder, Derek Notman, has been a financial advisor for almost 10 years. Derek & Intrepid Wealth Partners focuses and specializes in working with Entrepreneurs, Startups & Emerging Companies.

Meet the Business Owner

Derek N.

Business Owner

As an American and Irish dual national who loves to travel, and an entrepreneur at heart, Derek looks at business and life through a global lens. Meeting new people, seeing new places, and trying new things allows Derek to continuously grow and challenge himself. Derek is a proud husband and father who loves sharing life’s experiences with his family, friends, and clients.