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CREATE VALUE

We position you
as the CEO
of your wealth.

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.

Scottsdale | Phoenix Financial Advisors

ICW

Scottsdale | Phoenix
Financial Advisors

SHARED HISTORY

Our Most
Important Rankings

Our Most
Important
Rankings

average client tenure*
0 + years
client tenure for 34% of clients*
0 + years

*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.
Many large investment and advisory firms lead with and promote the billions of assets they have 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.

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.

CONSIDER EVERYTHING

Wealth Planning, Advice and Counsel

01

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.

It's just part of what we do.

CONSIDER EVERYTHING

Client Advisor Team Development

02

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.

It's just part of what we do.

CONSIDER EVERYTHING

Investment Management

03

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.

It's just part of what we do.

CONSIDER EVERYTHING

Tax Planning and Strategy

04

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.

It's just part of what we do.

CONSIDER EVERYTHING

Exit and Retirement Planning

05

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.

It's just part of what we do.

CONSIDER EVERYTHING

Risk Survey and Insurance Planning

06

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.

It's just part of what we do.

CONSIDER EVERYTHING

Budget and Saving Management

07

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.

It's just part of what we do.

CONSIDER EVERYTHING

Cash and Liquidity Management

08

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.

It's just part of what we do.

CONSIDER EVERYTHING

Trust and Estate Planning

09

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.

It's just part of what we do.

CONSIDER EVERYTHING

Philanthropic and Legacy Planning

10

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 just part of what we do.

CONSIDER EVERYTHING

Wealth Planning,
Advice and Counsel

01

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.

Client Advisor
Team Development

02

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.

Investment
Management

03

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.

Tax Planning
and Strategy

04

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.

Exit and
Retirement Planning

05

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 Survey and
Insurance Planning

06

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.

Budget and Saving
Management

07

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.

Cash and Liquidity
Management

08

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.

Trust and Estate
Planning

09

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

10

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 just part of what we do.

INTER-DISCIPLINARY TEAM

How We Do It

We position you as the CEO of your wealth.

We position you as the CEO
of your wealth.

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.

Our C-Suite professionals join your team.

Our C-Suite professionals
join your team.

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.

Together, we focus on your desired results.

Together, we focus
on your desired results.

We help you get your capital working intelligently for you.

ENGAGED STAKEHOLDERS

Wealth Management Professionals

CAREER-PREPARED

Professionally Committed

Centre for
Fiduciary Excellence

Scottsdale Financial Advisors

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.

Fiduciary Financial Advisors Scottsdale | Phoenix

Institute for the
Fiduciary Standard

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. 

Fiduciary Financial Planners Scottsdale | Phoenix

Certified Financial Planner
Board of Standards

CFP Board Logo

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.

Certified Financial Planners Scottsdale | Phoenix

National Association of
Personal Financial Advisors

NAPFA Logo

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.

NAPFA Financial Advisors Scottsdale | Phoenix

CFA
Institute