WEALTHY WITH INTENTION

WEALTHY WITH INTENTION is a family office with no public operational footprint, structured to operate outside standard allocator discovery channels.

WEALTHY WITH INTENTION

Wealthy with Intention is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].

linkedin.com/company/sage-duguay

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is WEALTHY WITH INTENTION an active investment entity?

There is no public evidence of current investment activity — no regulatory filings, press releases, portfolio company associations, or real estate transactions link to the entity in a verifiable way. The firm's operational status cannot be confirmed from available public records.

What does the name 'WEALTHY WITH INTENTION' suggest about the firm's mandate?

The name emphasizes intentionality — a values-driven or thesis-driven allocation approach — but no public disclosures clarify whether this refers to impact investing, faith-consistent investing, legacy planning, or a general philosophical posture toward capital deployment.

Why is there no information available about WEALTHY WITH INTENTION?

A subset of family offices deliberately forgo web presence, regulatory registration, and public branding. These firms typically source opportunities through trusted networks and do not seek visibility from allocators or external GPs. The absence of information is consistent with a privacy-maximizing operational model.

Does WEALTHY WITH INTENTION manage external capital?

No evidence of external capital management exists. The firm has no Form ADV, no fund prospectus, and no marketing presence, suggesting it likely serves a single-family or very tightly held group of related parties exclusively.

How can an allocator or GP engage with WEALTHY WITH INTENTION?

There is no identifiable pathway. The firm has no website, no LinkedIn page, and no named principals accessible through public directories. Engagement would likely require a warm introduction through a private banking or legal intermediary, and even that path is speculative.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.