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. Our professional experience and firm resources support client engagements for individuals and families who are seeking investment management and wealth advisory services for assets starting at $2,000,000. Our value proposition is built upon access to loyal and protective professional relationships that offer our clients the attention, intellectual capital, resources, experience, judgement and energy that successful wealth management requires. We invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and their investments, and helping them achieve the goals they set in their plans. We offer core competencies in retirement planning, investment management, tax planning, philanthropic planning, estate planning and trust advisory services. We have the same financial needs as our clients ‒ rising income, capital growth, portfolio stability, tax control and cost management ‒ so we stand shoulder-to-shoulder with them and invest and manage our own hard-earned money the same way we invest for our clients based on our independent, intellectually honest research. Our teams work to successfully manage the daily, weekly, monthly and quarterly workflows related to our clients' financial lives, their financial plans, and their investment, retirement, trust and business accounts.
