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

Quick facts

History

  • Founded in 2005
  • SEC-registered investment advisory firm
  • Investment fiduciary since inception
  • Fee-only since inception
  • Professionally accredited advisors
  • Services for assets starting at $1 Million

Client Experience

  • Close personal relationship
  • A team who knows and stays with you
  • Focused individual client analysis
  • Specific client strategies
  • Inter-disciplinary implementation

Account Types

  • Personal accounts
  • Retirement accounts
  • Trust accounts
  • Philanthropic accounts

Services

  • Investment management
  • Retirement planning
  • Tax planning
  • Estate and trust planning
  • Philanthropic planning
  • Integrated wealth management

Investment Approach

  • Independent research
  • Long-term investment
  • Dividend and capital growth focus
  • Tax and risk sensitive
  • Low portfolio turnover

Professional Organizations1

  • National Association of Personal Financial Advisors
  • CFA Institute
  • Financial Planning Association
  • National Society of Compliance Professionals

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