Intelligent Capitalworks

Intelligent Capitalworks is a privately-owned SEC Registered Investment Advisor (RIA) headquartered in Scottsdale, Arizona. The firm provides ongoing fiduciary wealth management services on a fee-only basis to families and individuals who have accumulated or plan to accumulate $5 million or more at retirement. They offer investment management and wealth advisory services for assets starting at $2,000,000. The company's value proposition is focused on providing access to loyal and protective professional relationships, offering attention, intellectual capital, resources, experience, judgment, and energy for successful wealth management. The team at Intelligent Capitalworks works to manage the daily, weekly, monthly, and quarterly workflows related to their clients' financial lives, financial plans, and investment, retirement, trust, and business accounts. Their core competencies lie in retirement planning, investment management, tax planning, philanthropic planning, estate planning, and trust advisory services. Established in 2005, the firm's approach emphasizes alignment with clients' financial needs and goals. They exhibit a commitment to managing clients' financial lives and investments in a similar manner to the professionals' investing their own hard-earned money. This underscores their dedication to independent, intellectually honest research and investment management based on this research. Intelligent Capitalworks positions itself as a comprehensive financial partner for high-net-worth individuals and families, aiming to provide professional financial services while adhering to fiduciary standards.