Intelligent Capitalworks is a private, second-generation Arizona family, SEC Registered Investment Adviser and wealth management firm headquartered in Scottsdale, Arizona.  The firm provides ongoing fiduciary investment and wealth management services on a fee-only basis to high net worth families and individuals. Our professional experience and firm resources support client engagements for individuals and families who are seeking to accumulate $10 million or more at retirement. We offer our investment management and wealth advisory services for investable assets starting at $5 million across all accounts, including investment, trust, retirement and philanthropic accounts. 

Our value proposition is built upon access to loyal and protective professional relationships that offer our clients the attention, intellectual capital, resources, experience, judgment 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 investments, and helping them achieve the goals they set in their plans.  We offer core competencies in wealth advisory services, investment management, risk management, retirement planning, tax planning, philanthropic planning, trust and estate planning, and trust advisory services.

We have the same financial needs as our clients ‒ rising income, capital growth, portfolio stability, asset protection, tax control and cost management ‒ and many of the same generational wealth planning needs, so we stand shoulder-to-shoulder with them and invest and manage our family's money the same way we invest for our clients. We capitalize on our proprietary Strategic Wealth Outlook and Trajectory (SWOT) analysis and our independent, intellectually honest research.

Our team works to successfully manage the daily, weekly, monthly and quarterly workflows related to our clients' financial lives and their financial and generational wealth plans.

Intelligent Capitalworks

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Intelligent Capitalworks

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