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

Disclosures

Intelligent Capitalworks is the trade name of ICW Investment Advisors LLC.

ICW Investment Advisors LLC (“ICW”) is registered as an investment adviser with the Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability.

This website is a publication of ICW. It is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. We believe the information we present is factual and up-to-date, but we do not guarantee its accuracy and you should not should not regard it as a complete and exhaustive analysis of the subjects we discuss. Our opinions reflect our judgment as of the date of publication and are subject to change.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photographs.

The information on this website does not involve the rendering of personalized investment advice. You should consult a professional advisor before using any of the information, pursuing any of the investment ideas or implementing any of the strategies presented.

The information on this website is not an offer to buy or sell, nor a solicitation of any offer to buy or sell any securities that may be mentioned on this website.

We may provide links on this website to other websites as a convenience, and we disclaim any responsibility for information, services or products found on other websites linked to this website.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. There can be no assurances that a portfolio will match or outperform any particular benchmark.

Certain statements on this website may contain “forward-looking statements,” which involve risks and uncertainties. These risks and uncertainties could cause actual results or outcomes to differ materially from those expressed in the forward-looking statements. The beliefs, expectations and projections presented on this website are expressed in good faith and are believed to have a reasonable basis, but there can be no assurance that these beliefs, expectations, or projections will prove to be correct, be achieved or accomplished.

Working with a financial advisor is not a guarantee of future financial success.

The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. ICW Investment Advisors LLC does not provide legal, tax, accounting, actuarial or pension consulting advice or services.