The culture of our firm
Client-centered wealth advisory services. From the roots of our founder’s financial advisory career that began more than 30 years ago, Intelligent Capitalworks was established in 2005 as fee-only fiduciary wealth management firm specializing in retirement planning, investment management, estate planning and wealth management.
Wealth management. Many families and individuals rely on our planning, investment and wealth management skills in seeking to preserve, protect and grow their wealth – often from one generation to the next.
Longstanding credentials in the wealth management world. We believe we are selected for our distinctive planning, investment management and financial life management expertise. We believe individuals will recognize the client-centered purpose of our fiduciary financial, investment and consulting services, as well as the depth and breadth of our longstanding credentials in the wealth management world.
Deliberate endeavor and studied preparation. We focus on developing plans, disciplined investment strategies, independent research, and robust plan and investment performance analysis for each client. We combine critical thinking with detailed analysis in many areas, including retirement planning, investment management, trust and estate planning, tax planning, cash flow planning and gift planning.
Open architecture. Our open architecture supports a variety of independent custodians for our clients’ accounts and a collaborative team approach working closely with our clients’ other professional advisors – CPA, estate planning attorney and insurance professionals.