Intelligent Capitalworks Fiduciary Fee Only Financial Advisor
Phoenix | Scottsdale, Arizona (480) 951-2900

Professional organizations

 

Our advisory professionals are members of one or more of the following professional organizations.

National Association of Personal Financial Advisors  

The National Association of Personal Financial Advisors is the country’s leading professional association of fee-only financial advisors.

Financial Planning Association  

The Financial Planning Association benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.

CFA Institute

The CFA Institute is a global association of investment professionals that sets the the highest standards of ethics, education and professional excellence.

National Society of Compliance Professionals

The National Society of Compliance Professionals is a nonprofit, membership organization dedicated to serving and supporting the compliance professional in the financial services industry.

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Links that may be accessed via the Intelligent Capitalworks website are for convenience and informational purposes only. The site you are about to visit may have a privacy policy that is different from the Intelligent Capitalworks privacy policy. Please review their privacy policy. Intelligent Capitalworks does not endorse the content contained in these sites, nor the organizations publishing these sites, and hereby disclaims any responsibility for such content.

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You are leaving the Intelligent Capitalworks website.

Links that may be accessed via the Intelligent Capitalworks website are for convenience and informational purposes only. The site you are about to visit may have a privacy policy that is different from the Intelligent Capitalworks privacy policy. Please review their privacy policy. Intelligent Capitalworks does not endorse the content contained in these sites, nor the organizations publishing these sites, and hereby disclaims any responsibility for such content.

Click “OK” to continue, otherwise, click “Cancel”

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You are leaving the Intelligent Capitalworks website.

Links that may be accessed via the Intelligent Capitalworks website are for convenience and informational purposes only. The site you are about to visit may have a privacy policy that is different from the Intelligent Capitalworks privacy policy. Please review their privacy policy. Intelligent Capitalworks does not endorse the content contained in these sites, nor the organizations publishing these sites, and hereby disclaims any responsibility for such content.

Click “OK” to continue, otherwise, click “Cancel”

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Links that may be accessed via the Intelligent Capitalworks website are for convenience and informational purposes only. The site you are about to visit may have a privacy policy that is different from the Intelligent Capitalworks privacy policy. Please review their privacy policy. Intelligent Capitalworks does not endorse the content contained in these sites, nor the organizations publishing these sites, and hereby disclaims any responsibility for such content.

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