Intelligent Capitalworks

Intelligent Capitalworks is a Scottsdale, Arizona-based fee-only fiduciary advisory firm working with the Phoenix metropolitan area and clients nationwide with coordinated wealth management and family office services for affluent and ultra-high-net-worth families with intricate financial needs. We build a multifaceted family wealth portrait for each client that is saturated with greater breadth and depth of richer sets of data than what can be captured in a flat picture of client assets and liabilities, income, and expenses. Our client wealth portraits offer all stakeholders and advisory team members improved clarity and perspective from a deeper mosaic of the dimensions of a client's wealth.