Cost vs Value

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    Smart Money at Work
    
    Plan, save, invest,
    protect, enjoy
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    Dividend Growth Investing
    
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    Investor Behavior
    
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- Firm
  - - Quick Facts
      - Overview
        Intelligent Capitalworks is a fiduciary fee-only wealth management firm, serving high net worth individuals and families. The firm provides retirement planning, investment management, trust and estate planning, and philanthropic planning services. Founded in 2005, the firm is headquartered in Scottsdale, Arizona, and maintains additional offices in Chandler and Phoenix, Arizona serving clients nationwide.
        
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    - Fee-Only Financial Advisors
      - Overview
        Fee-Only refers to compensation for a service. A Fee-Only financial advisor charges the client directly for advice and/or ongoing financial management. No other financial reward is provided by any institution, which means that the advisor does not receive commissions or other forms of compensation on the actions they take on the client’s behalf.
        
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    - Certified to a Fiduciary Standard
      - Overview
        CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Intelligent Capitalworks to the standard described in the handbook Prudent Practices for Investment Advisors. The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
        
        The CEFEX assessment process is based on the international standard, ISO 19011 Guidelines for Quality Management System Auditing. The assessment typically includes document review, client file sampling, on-site visits and interviews with senior representatives at the firm.
        
        The CEFEX certification standards are organized according to a four-step management process. The steps are analogous to the global ISO 9000 Quality Management System standard, which emphasizes continual improvement in a decision-making process.
        
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    - Our Servicescape
      - Overview
        Our servicescape is inter-disciplinary, integrating intellectual capital and skillsets from the following 10 allied disciplines of wealth management:
        
        Financial Planning
        Risk Management
        Retirement Planning
        Tax Planning
        Investment Consulting
        Investment Management
        Estate Planning
        Philanthropic Planning
        Trust Advisory Services
        Accounting
        Business Law
        
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    - What Makes Us Different
      - Overview
        We only represent clients as a fiduciary and our only compensation is our professional fee.
        
        We endeavor to develop and maintain core competencies and a client servicescape that help address and solve problems across all 10 of the allied disciplines of wealth management for high net worth individuals and families.
        
        As investment managers, we specialize in investing in well-diversified separate account portfolios of individual stocks held for long-term growth and income for our clients based upon our independent research, including our white paper, Dividend Investing for Rising Income and Growth
        
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    - Firm Rankings and Ratings
      - Overview
        While we do not spend time submitting applications for rankings and ratings, we are ocassionally independently evaluated, ranked or rated.
        
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    - Become a Client
      - Overview
        Most people who experience sustained long-term financial success visualize from a broad perspective and develop well-conceived plans that are forward-thinking and future-focused. They do not chase the latest quick-money schemes or get absorbed with short-term market fluctuations that have little bearing on their long-term financial success. They recognize that strategically planning and managing their financial lives helps them achieve the lives they truly desire.
        
        We bring deep experience and core competencies that match up well with families and individuals who seek depth-of-field, skill, competence, care, creative vision and sound execution from professionals who are in it for the long haul.
        
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- Services
  - - Our Servicescape
      - Overview
        Our servicescape is inter-disciplinary, integrating intellectual capital and skillsets from the following 10 allied disciplines of wealth management:
        
        Financial Planning
        Risk Management
        Retirement Planning
        Tax Planning
        Investment Consulting
        Investment Management
        Estate Planning
        Philanthropic Planning
        Trust Advisory Services
        Accounting
        Business Law
        
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    - What We Do
      - Overview
        Our firm has been purpose-built to provide high net worth clients access to a wealth advisory team with the intellectual capital, tools, capabilities, servicescape and insights that help address and solve wealth management problems using a fiduciary, fee-only business model. After 40 years of advising clients, we continue to believe that serving them as financial fiduciaries is the more valuable paradigm.
        
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    - How We Do It
      - Overview
        We work to understand your vision and gain clarity of your purpose. We commit our time, talent and resources to study and analyze your situation. We develop plans and strategies for your consideration and selection, implement and manage the resulting day-to-day workflows on your behalf, and monitor your progress towards your goals and objectives.
        
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    - Working With Us
      - Overview
        We strive to help you with your financial life and get you ready for your financial future. We help you develop plans intended to help you accumulate and maintain enough investment assets to achieve and sustain the financial and other goals you have.
        
        Our compensation is tied to your success, so we work hard to help you succeed.
        
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    - Retirement Planning
      - Overview
        The beginning is the most important part of the work. Within your family, needs are different and reasons for prosperity differ, so the roads may wind in a variety of directions. It’s important to take the time to see beyond the moment and develop your longer-term vison.
        
        Long-term success doesn’t come from knowing the right answers. It comes from asking the right questions. If you don’t dedicate the time up front to work through the tough questions, you may spend more time later correcting missteps and trying to make up for lost time, sometimes desperately.
        
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    - Investment Management
      - Overview
        We are deliberate, disciplined investors, not stock pickers, traders and market timers.
        
        When we invest, we want to be long-term owners of enduringly profitable businesses, because that is where wealth is created. When we invest in a diversified portfolio of individual stocks for our clients, we are buying small parts of businesses for them to own as a long-term owner. It’s how we invest our own family’s money. We eat our own cooking.
        
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    - Estate Planning and Trust Services
      - Overview
        For most of us, our financial life management objective is to maximize the protection and enjoyment of our wealth for us and our loved ones in each generation. While successful financial life management requires a strategic, long-term planning effort, it also requires adjustments to changes in circumstances that require continual timely updates to documents, advisors, custodians, trustees, trust advisors, investment strategies, accounts, insurance coverages, beneficiary designations and beneficiaries. We help provide the necessary leadership, guidance and energy.
        
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    - Become a Client
      - Overview
        Most people who experience sustained long-term financial success visualize from a broad perspective and develop well-conceived plans that are forward-thinking and future-focused. They do not chase the latest quick-money schemes or get absorbed with short-term market fluctuations that have little bearing on their long-term financial success. They recognize that strategically planning and managing their financial lives helps them achieve the lives they truly desire.
        
        We bring deep experience and core competencies that match up well with families and individuals who seek depth-of-field, skill, competence, care, creative vision and sound execution from professionals who are in it for the long haul.
        
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- Professionals
  - - Vincent Rossi, CFP^®
      - Overview
        Our experienced professionals serve each client as a team, with a passion for excellence, intellectual honesty, integrity and leadership.
        
        While we continually reinvest in our firm’s capabilities to create and maintain the competitive advantages of our firm, and strive to deliver a best-in-class client servicescape and client experience, we will never be as good as we want to be. The important thing is that we want to be.
        
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    - Charles Rossi, CFP^®
      - Overview
        Charles joined the firm in 2014 and currently serves as a Client Advisor and Associate Portfolio Manager. As a Client Advisor, he provides a leadership role working closely with all of the firm’s high net worth clients. He is responsible for developing all client asset/liability, risk capacity and critical path analytics. He manages the firm’s portfolio research/performance analytics and client retirement planning and wealth management systems. As an Associate Portfolio Manager, Charles integrates investment and asset location strategies with portfolio construction for each client.
        
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    - Monique Pressley
      - Overview
        Monique Pressley joined the firm in 2016 as a Senior Client Relationship Specialist and manages the firm’s Client Services. During her 20-year career in financial services, she has specialized in client relationship management at large financial institutions and mid-size investment advisory firms.
        
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    - Jillian Carlson, IACCP^®
      - Overview
        Jillian Carlson helped co-found the firm in 2005 and is the firm’s Chief Compliance Officer. Prior to joining the firm, she worked at the tax practice of Bernard & Stallman, CPAs.
        
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    - Jennifer Rossi
      - Overview
        Jennifer Rossi is a co-founder of the firm and has served as the Director of Operations since inception.
        
        Prior to joining the firm she worked at the tax practice of Allen Nahrwold, CPA and at the tax practice of Bernard & Stallman, CPAs.
        
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    - Become a Client
      - Overview
        Most people who experience sustained long-term financial success visualize from a broad perspective and develop well-conceived plans that are forward-thinking and future-focused. They do not chase the latest quick-money schemes or get absorbed with short-term market fluctuations that have little bearing on their long-term financial success. They recognize that strategically planning and managing their financial lives helps them achieve the lives they truly desire.
        
        We bring deep experience and core competencies that match up well with families and individuals who seek depth-of-field, skill, competence, care, creative vision and sound execution from professionals who are in it for the long haul.
        
        + Learn more
- Commentary
  - - Featured Thinking
      - Overview
        These helpful primers help you withstand the shifting winds of short-term thinking and help you stay focused on the key issues that matter most to your long-term success.
        
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    - Topics
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- FAQs
- Office Locations
  - Chandler,
    Arizona
    San Tan Corporate Center
    3100 W Ray Rd
    Suite 201
    Chandler, AZ 85226
    (480) 542-2900
  - Phoenix,
    Arizona
    Esplanade at the Biltmore
    2415 E Camelback Rd
    Suite 700
    Phoenix, AZ 85016
    (602) 245-2900
  - Scottsdale,
    Arizona
    Promenade Corporate Center
    16427 N Scottsdale Rd
    Suite 350
    Scottsdale, AZ 85254
    (480) 951-2900
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San Tan Corporate Center

Esplanade at the Biltmore

Promenade Corporate Center

Smart Money at Work

Dividend Growth Investing

Investor Behavior

San Tan Corporate Center

Esplanade at the Biltmore

Promenade Corporate Center

FEATURED THINKING

TOPICS

Cost vs Value

FEATURED THINKING

TOPICS

intelligentcapitalworks.com says:

intelligentcapitalworks.com says: