Intelligent Capitalworks Philanthropy

Intelligent Capitalworks philanthropy efforts support and promote the contributions of our time, talent and treasure to improve the welfare of others at home, abroad and in the communities where we live and work.  As a partial reflection of this, our firm contributes annually to the Intelligent Capitalworks Charitable Fund at a donor-advised fund and also matches annual financial capital contributions of our current employees to the fund. Collectively, we provide grants to qualifying nonprofit organizations to help them achieve their goals.

Our philanthropy efforts also support contributions of our wealth management professionals’ time and talent by providing paid time off to support their volunteer commitments and inspire their philanthropic citizenship.

Your team of Scottsdale financial advisors will take the lead and free you to focus on the big-picture of your life.