Intelligent Capitalworks

At Intelligent Capitalworks, we are a fiduciary fee-only wealth management firm dedicated to serving high net worth individuals and families. Our team of experienced professionals has been helping clients achieve their financial goals for over 15 years. With our headquarters in Scottsdale, Arizona, we serve clients nationwide, providing a range of services aimed at ensuring our clients' financial well-being.

Our Philosophy

We believe that effective wealth management requires a comprehensive approach that incorporates a deep understanding of each client's unique situation, goals, and aspirations. Our team of experts is committed to providing personalized attention and tailored solutions that address the complex needs of our high net worth clients.

Our Services

At Intelligent Capitalworks, we offer a range of services designed to help our clients achieve their financial objectives. Our services include:

• Retirement Planning: We help our clients plan for a comfortable retirement by providing a comprehensive understanding of their financial situation, goals, and aspirations.
• Investment Management: Our expert team manages investments on behalf of our clients, using a long-term investment strategy focused on providing consistent long-term returns.
• Estate Planning: We help our clients preserve their wealth for future generations by developing estate plans that address tax implications, philanthropic goals, and other considerations.
• Philanthropic Planning: Our team works with our clients to develop philanthropic plans that align with their values and goals, ensuring that their charitable giving has a lasting impact.
• Trust and Estate Planning: We provide expert guidance on trust and estate planning, ensuring that our clients' assets are protected and distributed in accordance with their wishes.

What Sets Us Apart

At Intelligent Capitalworks, we differentiate ourselves by operating as a fiduciary, which means that we put our clients' interests above our own. We are a fee-only firm, which means that our compensation is tied to our clients' success, not on commission-based sales. This ensures that our interests are aligned with those of our clients.

Why Choose Us

At Intelligent Capitalworks, we are committed to providing exceptional service, expert advice, and tailored solutions that address the unique needs of our high net worth clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and ensuring their long-term financial well-being.