This week’s “Business Spotlight” is InTandem Financial, which is located at 200 N High Street (Suite 300)! We sat down with Heather Havighurst, an Associate Private Wealth Advisor, to get the inside scoop.
1. Tell me about your business and what makes it unique.
InTandem Financial is a private wealth management firm that exists to build deep relationships and provide financial clarity.
Our team is diverse and credentialed with over 150 years of financial services experience. We are intentional and built a team from many generations to ensure continuity for our clients. Our team is comprised of 14 financial professionals (7 Certified Financial Professionals) with the capacity to serve unique client needs.
2. What services or products do you offer?
InTandem Financial offers fee-based financial planning, wealth management, employee benefits planning, estate planning, generational planning, business succession planning, charitable giving, and alternative investments.
3. How long have you been in business?
InTandem Financial was created in 2018, and Chris Boushell joined the firm as a shareholder in 2022 with 14 years of experience.
4. What do you love most about being located in West Chester?
We enjoy being part of a community that feels so small but is so big. We love participating in events and giving back to our community.
5. What can you tell me about the culture or atmosphere of your business?
Our culture is a direct reflection of our core values – integrity, collaboration, care, trust, and excellence.
6. Is there anything else you would like to share about your business?
We are hosting an event for local business owners! Seating is limited, so RSVP today.
We believe when business owners are equipped to do their best work, their employees and the community thrive. We want to learn what our local business owners need and provide tools and resources to empower their businesses to grow.
Visit our website at intandemfinancial.nm.com to learn more about us!