Disclosures
LNS Operations, LLC DBA IntentGen Financial Partners is a registered investment adviser. Advisory services are only offered to clients or prospective clients where IntentGen Financial Partners and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by IntentGen Financial Partners unless a client service agreement is in place.
LNS Operations, LLC DBA IntentGen Financial Partners provides links for your convenience to websites produced by other providers of industry-related material. Accessing websites through links directs you away from our website. IntentGen Financial Partners is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.
Advisory services are only offered to clients or prospective clients where IntentGen Financial Partners and its representatives are properly licensed or exempt from licensure. No advice may be rendered by IntentGen Financial Partners unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and LNS Operations, LLC DBA IntentGen Financial Partners are not affiliated companies
IntentGen Financial Partners does not provide legal, tax, or accounting advice. Any discussion of tax, estate, charitable, business, Social Security, retirement, or related planning considerations is provided for general informational purposes only and should not be relied upon as legal, tax, or accounting advice. Clients and prospective clients should consult their attorney, CPA, tax professional, or other qualified adviser regarding their specific circumstances before implementing any strategy.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.intentgen.com (“Website”) or any of the information or services provided by IntentGen Financial Partners in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. The use of the website does not create an investment advisory relationship, and advisory services are provided only pursuant to a written advisory agreement with IntentGen Financial Partners.
If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by IntentGen Financial Partners in connection with the Website and should promptly terminate all use thereof. The terms "you" and "your" mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records. The use of this Website does not constitute a release of health information under HIPAA or under any state or federal law. Authorized users are not permitted to include any health information, including but not limited to physical health, mental health, benefit or payment information. Furthermore, through the usage of this website it is understood that information is being provided to the designated Advisory Person only and is not being provided to IntentGen Financial Partners or any of its other affiliates or added to a client’s core record with any affiliate.
IntentGen Financial Partners reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about IntentGen Financial Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. We do not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise IntentGen Financial Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. We will provide all prospective clients with a copy of our current Form CRS (“Client Relationship Summary”), Form ADV Part 2A ("Disclosure Brochure") and the Form ADV Part 2B (“Brochure Supplement”) for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may contact us at info@intentgen.com to request a free copy via .pdf or hardcopy.
IntentGen Financial Partners is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
We do not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
For a copy of our Privacy Policy, please click here IntentGen Financial Partners Privacy Policy.
Award/Ranking Disclosures
IntentGen Financial Partners received a 2023, 2024, 2025, and 2026 Inc. Best Workplaces award. The award is based on and determined by calculating engagement scores and benefits scores for thousands of applicants. Employees at each company completed a 37-item questionnaire using a six-point Likert scale (strongly disagree to strongly agree), and the raw data was converted to a score that was indexed to a 100-point scale. Each company was also scored on whether it offers 30-plus benefits and perks, from health insurance to paternity leave. To make Inc.’s 2023, 2024, 2025, and 2026 Best Workplaces list, companies had to meet a minimum cutoff on both employee engagement and benefits and perks. No fee was paid by IntentGen Financial Partners in exchange for inclusion in the award. There are no other material relationships between IntentGen Financial Partners and Inc. The award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any client's experience or an indication of IntentGen Financial Partner’s future performance.
On August 21, 2023, IntentGen Financial Partners received a 2023 Charitable Champions from the Invest in Others' Year Award. The Invest in Others Award program recognizes the charitable work of financial advisors in communities across the country and around the world. The Invest in Others Charitable Champions list of ten winners recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Applications are evaluated blindly by a panel of financial advisors based on criteria including leadership & culture, events & activities, incentives, contributions, and impact on a nonprofit and the community it serves. More information can be found at https://www.investinothers.org/charitable-champions/. No fee was paid by IntentGen Financial Partners to Invest in Others in exchange for inclusion in the award. There are no other material relationships between IntentGen Financial Partners and Invest in Others. The Award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any client’s experience future performance.
If you have any questions about this privacy statement or the practices of this site, please contact us at info@intentgen.com.