Wealth Management
Scottsdale Financial Advisors
INTELLIGENT CAPITALWORKS
Promenade Corporate Center
16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254
Scottsdale Fee-Only Fiduciary Financial Advisors
For over 17 years, Intelligent Capitalworks has offered Scottsdale fee-only fiduciary financial advisors with deep experience and advanced skillsets to help families and individuals with complex needs meet their financial and life goals.
To learn how we can help you preserve, protect, grow and transfer your wealth now and into the future, please contact us to set up an introductory meeting.
We offer our services and the firm’s resources to families and individuals who have accumulated or plan to accumulate $5 million or more at retirement.
Our professional experience and firm resources support client engagements for individuals and families who are seeking investment management and wealth advisory services for assets starting at $2,000,000.
We offer a complimentary meeting to learn about you and your needs and discuss how we may be able to help you.
Shareholders and Senior Leadership Team
ABOUT
- Important Disclosures
- ICW Quick Facts
- Fiduciary Financial Advisors
- Fee-Only Financial Advisors
- Who We Serve
- What We Do
- What We Provide
- Retirement Planning
- Investment Management
- Trust and Estate Planning
- How We Do It
- What Distinguishes Us
- Firm Professionals
- Working With Us
- Cost and Value Analysis
- ICW Journal Insights
- Firm Rankings and Ratings
- Intelligent Capitalworks FAQs
- Client Relationship Summary
- Firm Brochure
- Brochure Supplement
- Selecting a Financial Advisor
- Become a Client
- Contact Us
Find out how we may be able to help you improve your financial life.
Email or call us today at (480) 951-2900.
Wealth Management Professional
Interview Guide
Use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other wealth management advisors.