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.
Learn core top-level skills and develop an effective framework of whole-system thought for improved
planning and management of your wealth.
Become the CEO of your wealth. We can help.
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. We can help.
Learn how to plan, build and protect long-term wealth, plan for a successful financial life and become an effective CEO of your family wealth.
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. We can help.
Clarity, focus and priority are ‘must-have’ elements of a successful wealth management framework, team alignment and process management.
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. We can help.
Learn how to build, align and manage a high-performing team of wealth management professionals to create your own family office framework.
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. We can help.
There is a difference between being rich or wealthy.
Rich is a short-term lifestyle. Wealthy is long-term financial security. Build scope for long-term wealth.
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. We can help.
Assess the importance, merits and value of working with professionals who with work their clients under the fiduciary standard of a duty of care and loyalty.
WEALTH MANAGEMENT SERVICES
Results follow preparation. We help prepare minds, plans and teams and align and manage workflows for results.
Results follow preparation.
We help prepare minds, plans and teams
and align and manage workflows 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.
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 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.
Every client wealth management team at Intelligent Capitalworks includes a Certified Financial Planner®.
The CFA Institute is a global, not-for-profit professional organization that promotes standards in ethics, education, and professional excellence in the global investment services industry.
Every client wealth management team at Intelligent Capitalworks includes a Chartered Financial Analyst®.
The Certified Trust and Fiduciary Advisor certification demonstrates expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.
Every client wealth management team at Intelligent Capitalworks includes a Certified Trust and Fiduciary Advisor.
Accredited Investment Fiduciary® (AIF®) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
Every client wealth management team at Intelligent Capitalworks
includes an Accredited Investment Fiduciary®.
The Academy of Special Needs Planners consists of professionals such as attorneys, financial planners and trust officers who provide knowledgeable service and advice to persons with special needs and to their families.
Every client wealth management team at Intelligent Capitalworks includes a Chartered Special Needs Consultant®.
The Central Arizona Estate Planning Council is a group of more than 200 professionals working in the greater Phoenix, Arizona area who specialize in legal, accounting, insurance, investment, trust, and valuation services.
Every client wealth management team at Intelligent Capitalworks includes a member of the Central Arizona Estate Planning Council.
The National Association of Estate Planners & Councils awards the Accredited Estate Planner® credential only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Each client wealth management team at Intelligent Capitalworks includes an Accredited Estate Planner®.
The National Center for Family Philanthropy offers programs and services to foster learning for philanthropy in families.
Intelligent Capitalworks is the only Arizona-based wealth management consultant and philanthropic advisor member of NCFP.
Each wealth management team at Intelligent Capitalworks includes a Chartered Advisor in Philanthropy®.
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 financial advisors at Intelligent Capitalworks are NAPFA members. Learn more about: Charles Rossi, Michael Rossi, Jennifer Rossi and Vincent Rossi.
Fee-Only Network financial advisors are compensated for their time and expertise in comprehensive financial planning and investment management. They do not receive commissions, kickbacks or other sales-related compensation.
All client financial advisors at Intelligent Capitalworks are Fee-Only Network members. Learn more about: Charles Rossi, Michael Rossi, Jennifer Rossi and Vincent Rossi.
The Financial Planning Association offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.
All client financial advisors at Intelligent Capitalworks are members of the Financial Planning Association.
The Investment Adviser Association advocates before lawmakers and regulators as the only organization exclusively representing the interests of fiduciary investment advisory firms on issues that matter to advisers and their clients.
Intelligent Capitalworks is the only member in metropolitan Phoenix offering fiduciary fee-only wealth advisory services.
The National Society of Compliance Professionals is a nonprofit membership organization dedicated to providing compliance professionals with compliance resources and continuing education.
Intelligent Capitalworks is the only member of the NSCP in Arizona.
Forbes Finance Council is an invitation-only, professional organization of senior-level financial services executives and leaders who are selected for the council based on their depth and diversity of experience in the financial services industry.
Vincent Rossi is a member of the Forbes Finance Council.
Bloomberg Business Profile: Intelligent Capitalworks offers fiduciary investment and wealth management services specializing in retirement planning, investment management, trust and estate planning, and philanthropic planning.
All investment committee members and portfolio managers at Intelligent Capitalworks use Bloomberg Terminal Services.
Investment Adviser Public Disclosure (IAPD) database provides information about investment adviser firms registered with the Securities and Exchange Commission and most state-registered investment adviser firms.
Intelligent Capitalworks is registered with the Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training.
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 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 financial advisors at Intelligent Capitalworks are Certified Financial Planner™ professionals.
The CFA Institute is a global, not-for-profit professional organization that promotes standards in ethics, education, and professional excellence in the global investment services industry.
All portfolio managers at Intelligent Capitalworks hold the Chartered Financial Analyst® designation.
The Certified Trust and Fiduciary Advisor certification demonstrates expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.
All client financial advisors at Intelligent Capitalworks are Certified Trust and Fiduciary Advisors.
Accredited Investment Fiduciary® (AIF®) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
All employees at Intelligent Capitalworks are Accredited Investment Fiduciary Designees.
The Academy of Special Needs Planners consists of professionals such as attorneys, financial planners and trust officers who provide knowledgeable service and advice to persons with special needs and to their families.
All client financial advisors at Intelligent Capitalworks are members of the Academy of Special Needs Planners.
The Central Arizona Estate Planning Council is a group of more than 200 professionals working in the greater Phoenix, Arizona area who specialize in legal, accounting, insurance, investment, trust, and valuation services.
All client financial advisors at Intelligent Capitalworks are members of the Central Arizona Estate Planning Council.
The National Association of Estate Planners & Councils awards the Accredited Estate Planner® credential only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Each wealth management team at Intelligent Capitalworks includes an Accredited Estate Planner®.
The National Center for Family Philanthropy offers programs and services to foster learning for philanthropy in families.
Intelligent Capitalworks is the only Arizona-based wealth management consultant and philanthropic advisor member of NCFP.
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 financial advisors at Intelligent Capitalworks are NAPFA members. Learn more about: Charles Rossi, Michael Rossi and Vincent Rossi.
Fee-Only Network financial advisors are compensated for their time and expertise in comprehensive financial planning and investment management. They do not receive commissions, kickbacks or other sales-related compensation.
All client financial advisors at Intelligent Capitalworks are Fee-Only Network members. Learn more about: Charles Rossi, Michael Rossi and Vincent Rossi.
The Financial Planning Association offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.
All client financial advisors at Intelligent Capitalworks are members of the Financial Planning Association.
The National Society of Compliance Professionals is a nonprofit membership organization dedicated to providing compliance professionals with compliance resources and continuing education.
Intelligent Capitalworks is the only member of the NSCP in Arizona.
Forbes Finance Council is an invitation-only, professional organization of senior-level financial services executives and leaders who are selected for the council based on their depth and diversity of experience in the financial services industry.
Vincent Rossi is a member of the Forbes Finance Council.
Bloomberg Business Profile: Intelligent Capitalworks offers fiduciary investment and wealth management services specializing in retirement planning, investment management, trust and estate planning, and philanthropic planning.
All investment committee members and portfolio managers at Intelligent Capitalworks use Bloomberg Terminal Services.
Investment Adviser Public Disclosure (IAPD) database provides information about investment adviser firms registered with the Securities and Exchange Commission and most state-registered investment adviser firms.
Intelligent Capitalworks is registered with the Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training.
Forbes Finance Council is an invitation-only, professional organization of senior-level financial services executives and leaders who are selected for the council based on their depth and diversity of experience in the financial services industry.
Using data points collected from the SEC, the investor.com Trust algorithm prompts questions Americans should ask their financial advisor. The investor.com Trusted badge is awarded to the advisory firms that meet strict regulatory requirements.
Expertise.com reviews, curates and scores financial advisors on more than 25 variables across five categories – Availability, Qualifications, Reputation, Experience, and Professionalism – and analyzes and gives you the results.
Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be
Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be
Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be
Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be
Located in the heart of North Scottsdale
Scottsdale Rd & Frank Lloyd Wright Blvd
16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254
Wealth Management
Chandler, Gilbert, Mesa
Speak with a Chandler
Financial Advisor now
(480) 542-2900
Wealth Management
Phoenix, Peoria, Tempe
Speak with a Phoenix
Financial Advisor now
(602) 245-2900
Wealth Management
Scottsdale, Paradise Valley
Speak with a Scottsdale
Financial Advisor now
(480) 951-2900
Wealth Management
Tucson, Oro Valley
Speak with a Tucson
Financial Advisor now
(520) 636-2900
Wealth Management Prescott, Sedona, Flagstaff
Speak with a Northern Arizona Financial Advisor now (928) 272-2900
Wealth Management
Chandler, Gilbert, Mesa
Speak with a Chandler
Financial Advisor
(480) 542-2900
Wealth Management Phoenix, Peoria, Tempe
Speak with a Phoenix
Financial Advisor
(602) 245-2900
Wealth Management Scottsdale, Paradise Valley
Speak with a Scottsdale
Financial Advisor
(480) 951-2900
Wealth Management Tucson, Oro Valley
Speak with a Tucson
Financial Advisor
(520) 636-2900
Wealth Management Prescott, Sedona, Flagstaff
Speak with a
Northern Arizona
Financial Advisor
(928) 272-2900
Copyright © 2005-2025 ICW Investment Advisors LLC, a Delaware limited liability company. All rights reserved.
Copyright © 2005-2025 ICW Investment Advisors LLC.
A Delaware limited liability company.
All rights reserved.
Nationwide
Virtual
Chandler
Gilbert
Mesa
Phoenix
Peoria
Glendale
Scottsdale HQ
Paradise Valley
Carefree
(866) 617-2900
(480) 542-2900
(602) 245-2900
(480) 951-2900
Located in the heart of North Scottsdale
Scottsdale Rd & Frank Lloyd Wright Blvd
16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254
Nationwide
Virtual
(866) 617-2900
Chandler
Gilbert
Mesa
(480) 542-2900
Phoenix
Peoria
Glendale
(602) 245-2900
Scottsdale HQ
Paradise Valley
Carefree
(480) 951-2900
Tucson
Oro Valley
Green Valley
(520) 636-2900
Prescott
Cottonwood
(928) 222-2900
Flagstaff
Sedona
(928) 272-2900
Located in the heart of North Scottsdale
Promenade Corporate Center
Scottsdale Road at Frank Lloyd Wright Blvd.
Easy access from the Loop 101 or SR-51.
Nationwide
Virtual
(866) 617-2900
Chandler
Gilbert
Mesa
(480) 542-2900
Phoenix
Peoria
Glendale
(602) 245-2900
Scottsdale HQ
Paradise Valley
Carefree
(480) 951-2900
Located in the heart of North Scottsdale
Promenade Corporate Center
Scottsdale Road at Frank Lloyd Wright Blvd.
Easy access from the Loop 101 or SR-51.
Tucson
Oro Valley
Green Valley
(520) 636-2900
Prescott
Cottonwood
(928) 222-2900
Flagstaff
Sedona
(928) 272-2900
We combine intellectual capital with critical thinking and detailed analyses across the 10 allied disciplines of wealth management to create whole-system thinking and integrated strategies that address your needs.
This is complex work with a multitude of variables that can produce opposite results. It’s a workspace in multiple dimensions. We are educated, trained and experienced for this work.
We manage the support systems and processes across
100 tailored personal wealth management workflows.
In each role, we contribute differently as you look to us with different needs at different times. Most often, we contribute simultaneously across all capacities in differing degrees.
As leaders, we provide motivation and direction. As counselors, we help remove barriers. As advisors, we provide technical advice. And as managers, we carry out process.
Taken together, we are always working to position you in your place of greatest potential.
What makes plans work is saving and capital growth. The playing field is arrayed with no shortage of obstacles that conspire to impair both saving and capital growth.
Whatever or whoever the conspirators are, capital growth is paramount. Forces outside and within your control must be well-managed.
We tailor and manage your investment operations to help reduce unforced errors and mistakes and compound your long-term, after-tax returns.
Tax-planning and strategy may offer opportunities to minimize and optimize your tax expenses. The time for tax planning and strategy development occurs at the beginning, not at the completion of an investment or tax year.
We provide guidance focused to your unique situation and help you exercise care to engage in tax planning that is flexible enough to help you respond to changing market conditions, tax law changes and unexpected outcomes.
We prepare informative studies that help you see if your assets and investment strategies are on track to successfully support your dreams and desires and sustain you without an earned income for as many as 30 to 40 years in retirement.
As you approach retirement, we help you see beyond this hard-earned moment in time, spot hidden risks, map a path and contribute our experience and resources to help you reach your goals.
We help you understand your current level of risk exposures and help identify personalized solutions that seek to help protect the risk-exposed areas of your financial life.
We review how your assets are titled to maximize your protection in the event of a lawsuit or other claims.
We help coordinate your business and personal insurance with your employer-provided benefits to help avoid any gaps or overlaps in coverage and help integrate your insurance policies with your estate plan.
We help you budget and manage expenses to reduce debt, increase savings, improve your long-term investment compounding rate, and fund your important life goals.
We offer a responsive and operational framework to help you meet less predictable, hard-to-monitor short-term expenses while meeting ongoing financial commitments and tracking to your short-term, intermediate and long-term objectives.
Cash management is a key component of liquidity management. It includes the efficient management of your cash flow, investments and cash reserves in order to achieve your overall financial objectives.
As inflation remains high with high interest rates, we help you deploy your cash flow and cash positions to earn higher interest rates.
Liquidity and cash management also involve managing the risk of short-term financing and making sure cash is available when needed.
We help you recognize that planning for the retention and transfer of your wealth is far more than numbers on a balance sheet and minimizing estate transfer taxes.
Your wealth also comprises your family and its health, education, life’s experiences, knowledge, relationships, mental and physical fitness, values and spirituality.
We help you express the conscience and wishes for what you have and leave behind and the constitution of privileges and responsibilities to guide all concerned.
We help you explore the motivations and develop and articulate the benefits, framework, discipline and communication of contributions you wish to make to communities that extend beyond your family.
We help you discover, establish and affirm the values, beliefs, attitudes, preferences and priorities for your contributions to your chosen communities. Then we help you with the ongoing management and administration of your philanthropic assets and endeavors.
