Success is an ambitious achievement.
Become the CEO of your wealth.
Success is an ambitious achievement.
Manage your wealth like a business. Because it is.
It’s the most important business you own.
We position you as the CEO.
We provide the intellectual capital, wealth management experience and leadership to help people with ambition achieve the success they see for themselves, their families and their interests.
Manage your wealth like a business. Because it is.
It’s the most important business you own.
We position you as the CEO.
We provide the intellectual capital, wealth management experience and leadership to help people with ambition achieve the success they seek for themselves, their families and the issues important to them.
Become the CEO of your wealth.
Planning describes achievements in advance.
Create a plan designed to build the future you see for yourself. A plan designed with intent and direction will focus your team’s intellect and effort around you.
We build clear-purposed personal wealth management plans and true long-term investment portfolios tailored and focused to match each client’s plan and priorities.
Create a plan designed to build the future you see for yourself. A plan designed with intent and direction will focus your team’s intellect and effort around what’s important to you.
We are dedicated to building clear-purposed personal wealth management plans and true long-term investment portfolios tailored and focused to match each client’s plan and priorities.
Plan for the future you want.
Clarity advances your priorities.
Sharpen your focus to create a clearer picture that helps you prioritize the activities, skills and resources to help fulfill your ambitions.
We have a skilled and prepared leadership team that combines critical thinking with studies and analyses to help you avoid the distractions and prioritize what needs to get done to help you stay on plan.
Sharpen your focus to create a clearer picture and greater consideration for your priorities. Focus motivates you to prioritize the activities, relationships and skills that help fulfill your ambitions.
We have a skilled and prepared leadership team that combines critical thinking with studies and analyses to help you avoid the camouflaging distractions and prioritize what needs to get done to stay on plan.
Focus on the priorities of your plan.
Team collaboration is a force multiplier.
As the CEO of your wealth, you provide purpose and direction. Our team helps you build perspectives and sightlines, provides feedback and increases productivity.
We are prepared to be your first call to provide counsel to help remove barriers, technical advice to solve problems and management to carry out process.
As the CEO of your wealth, you provide purpose and direction. Our team helps you build perspectives and sightlines, provide feedback, broaden learning, enhance efficiency and increase productivity.
We are a C-Suite team prepared to be your first call to provide counsel to help remove barriers, technical advice to solve problems and management to carry out process.
Align your team to work your plan.
Time is the lever that compounds your wealth.
Harness time to achieve the incomparable power of compounding your returns. Long-term capital growth makes plans work.
Successfully building your wealth will pivot on your discipline to compound your investment returns over long periods of time and avoid the long list of risks to your success. We help you pivot.
Harness time to achieve the incomparable power of compounding your returns. Long-term capital growth makes plans work.
Successfully building your wealth will pivot on your discipline to compound your investment returns over long periods of time and avoid the long list of risks to your success. We help you pivot.
Pivot to consistency and durability.
Respect is honored by a fiduciary duty.
Safeguard the vitality and hard work you put forth every day to build, protect and grow your capital. Protect yourself with a fiduciary.
We only serve clients as a fiduciary. We recognize that it is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and managing your capital.
Safeguard the vitality and hard work you put forth every day to build, protect and grow your capital. Protect yourself with a fiduciary relationship prescribing duties of loyalty and care.
We only serve clients as a fiduciary. We recognize that it is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and managing your capital.
Require the fiduciary standard.
CREATE VALUE
Results follow preparation.
We prepare minds, plans and teams
and help you align for results.
Results follow preparation.
We prepare minds, plans and teams
and help you align for results.
*As of January 31, 2025.
Client tenures precede the formation of Intelligent Capitalworks in 2005.
It’s not about the firm and how big it is.
It’s about long-term client success.
One client at a time.
We don’t share that obsession.
We designed and built Intelligent Capitalworks to cultivate core professional advisor strengths to better serve families and individuals and help them accomplish more. We are committed to better, deeper, more focused and more present relationships.Many large investment and advisory firms lead with and promote the billions of assets they have accumulated under management as a core strength to close new business and drive the growth and value of their firms.
We don’t share that obsession.
We designed and built Intelligent Capitalworks to cultivate core professional advisor strengths to better serve families and individuals and help them accomplish more. We are committed to better, deeper, more focused and more present relationships.
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
Planning and managing personal wealth can be a complex business endeavor requiring dedicated resources, specialized tools, and professionals with both depth and breadth of field. We serve as a dedicated advisor to help meet our clients’ wealth management needs in deeper, more focused and more helpful relationships. We are prepared to be your first call.
No one feels fully prepared when stepping into the endeavor of becoming the CEO of their wealth for the first time. It is a workspace of multiple disciplines in multiple dimensions. We are C-Suite professionals purpose-focused to help you gain the benefits from working with a professional inter-disciplinary wealth management team. We are educated, trained and experienced for this work.
If you don't get this right, nothing else matters. Precious few plans will succeed without saving and long-term, after-tax compounding of your investment returns. We help position your investments and accounts to benefit from after-tax, risk-managed, long-term wealth compounding. We tailor and manage separate accounts of individual securities diversified for each client.
The number of tax regimes we are all faced with is mind-boggling. We help address the computational complexity of multiple layers of taxation. We help you consider how to best structure the investments you make and your exit strategy before you commit capital. We help you improve your asset location strategies to minimize your tax costs and improve your overall tax efficiency and effectiveness.
Whether you’re preparing to sell or transfer your ownership in your largest asset – your privately held business, or you’re preparing for retirement from your career, we help you develop your vision for what’s next. We help you maximize value to you, minimize your taxes in transition and retirement and plan and schedule the cash flow you’ll need. We help you paint the picture and curate your plan.
Risk and insurance touches every aspect of personal and business life. Risks to your life, health, property, livelihood and ability to work, profession, personal data . . . life is full of risks. Insurance helps keep you whole when bad things occasionally happen. We don’t sell insurance. We help develop, organize and manage your risk matrix and protection strategies.
You will either need to save from the money you earn, the money you inherit, or possibly both, and invest to replace your earned income. Some of us will be fortunate enough to inherit, but most of us will need to save from the money we earn and invest it for the day when we wish to stop working or are no longer able to work. We help you track and manage your expenses and achieve your saving goals.
Active cash management and credit facilities support stable and healthy cash flow management. We help you maintain control over lumpy or mismatched timing of cash flows, unexpected cash flow reductions or losses, or the headwinds of unexpected or increased expenditures. We help you manage cash and liquidity to meet your financial obligations and improve your financial efficiency.
Planning for the protection of you and your family in all phases of your life and the successful transfer of your estate helps contribute to the legacy of your life’s work. Without a plan, you expose you and your family to unnecessary risks and forfeit protections and opportunities for more desirable outcomes. We help you express and protect your wishes and protect you and your family from less desirable outcomes.
Philanthropic and legacy planning helps enable you to expand your estate planning effort with a mosaic of values, meaning, guidance, purpose and responsibility for your posterity and matters that are of lasting importance to you. We help you plan and express your philanthropic intent while minimizing administrative complexity. We help you manage your philanthropic investments and commitments.
It’s your wealth, so we position you as the highest-ranking member of your wealth management team,
responsible for setting the agenda and delegating responsibilities to C-Suite professionals.
The best CEOs recruit and hire proven, accomplished C-Suite professionals.
It’s your wealth, so we position you as the highest-ranking member of your wealth management team, responsible for setting the agenda and delegating responsibilities to C-Suite professionals. The best CEOs recruit and hire proven, accomplished C-Suite professionals.
We are professionals whose titles begin with C, meaning the “chiefs” who get things done.
This is the group of people with the most important roles to help you as CEO.
We have decades of deep experience advising wealthy families with complex financial needs.
We are professionals whose titles begin with C, meaning the “chiefs” who get things done. This is the group of people with the most important roles to help you as CEO. We have decades of deep experience advising wealthy families with complex financial needs.
We help you get your capital working intelligently for you.
Managing Director
Wealth Management | Regulatory Affairs
Chief Compliance Officer | Shareholder
Managing Director
Wealth Management | Client Services
Chief Client Administrative Officer | Shareholder
Managing Director
Wealth Management | Portfolio Manager
Chief Client Wealth Officer | Shareholder
Managing Director
Wealth Management | Client Engagements
Chief of Staff | Shareholder
Managing Director
Wealth Management | Portfolio Manager
Chief Client Wealth Officer | Shareholder
Executive Director | President
Wealth Management | Risk and Strategy
Chief Investment Officer | Shareholder
There are markers for professional integrity and commitment. Professionals will subject themselves to the highest legal standards of fiduciary client care.
They will adhere to professional codes of ethics that create career jeopardy for violating a fiduciary standard of care. Look for the standards to which they adhere.
Our career wealth management professionals serve each client as a team, with a passion for excellence, intellectual honesty, integrity and leadership.
Our team of wealth management professionals has worked together collectively for 77 years of our more than 100 years of group experience.
CEFEX-certified firms adhere to a standard representing the best practices in their industry. Intelligent Capitalworks is one of only two CEFEX-Certified financial advisory firms in Arizona offering fiduciary fee-only wealth advisory services for high-net worth individuals, families, and trusts.
All investors want an advisor they can trust. The Institute for the Fiduciary Standard is a champion for investors. Helping investors find a real fiduciary advisor is the Institute’s mission. Intelligent Capitalworks is one of the only two financial advisory firm members of the Institute in Arizona.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to servicing their clients’ best interests. All client advisors at Intelligent Capitalworks are Certified Financial Planner™ professionals.
NAPFA is the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards working in a strict-fee-only, fiduciary capacity. All client advisors at Intelligent Capitalworks are NAPFA members. Learn more about: Charles Rossi, Michael Rossi and Vincent Rossi.