Intelligent Capitalworks operates as a Scottsdale, Arizona-based fee-only fiduciary advisory firm serving the Phoenix metropolitan area and clients nationwide with integrated wealth management and family office services for affluent and ultra-high-net-worth families with sophisticated financial needs.
We develop a multifaceted family wealth portrait for each client that is saturated with greater breadth and depth of more substantial sets of data than what can emerge in a flat picture of client assets and liabilities, income, and expenses. Our client wealth portraits deliver all stakeholders and advisory team members improved clarity and insights from a richer mosaic of the dimensions of a client's wealth.