CONSIDER EVERYTHING
What We Do
Chief Client Wealth Officer
Portfolio Manager
Shareholder
We plan the work.
Then we work the plan.
As fee-only financial advisors, we strive to help you with your financial life and get you ready for your financial future. We help you develop your personal wealth management plan. Then, we work on the front lines every day helping you stay on plan and managing the related processes and tasks that help you stay on target.
Personal wealth management is a workspace in multiple dimensions that requires developing a vantage point. Personal wealth management involves a multitude of variables that can produce opposite and sometimes undesirable results. It can require making numerous challenging decisions through overlapping timelines, with a single decision often resulting in cascading and inter-related consequences.
Today, the volume of choices for each decision can also quickly lead to “paralysis by analysis.” An overwhelming number of choices can hinder more than help planning efforts and interrupt the cadence of managing your personal wealth management plan. The focus of a personal wealth management plan helps identify and measure key performance measurements and develop a wealth management flywheel to maintain a more even management cadence of the key performance measurements and help avoid the traps of camouflaging distractions.
The best CEOs endeavor to develop a vantage point that provides them with cross-enterprise visibility developed by the mandates, workflows and processes managed by their C-Suite professionals.
Our Capabilities
We are C-Suite professionals whose titles begin with C, meaning the “chiefs” who get things done. We are the group of people with the most important roles to help you as CEO. We are educated, trained and experienced for this work. We have decades of deep client-peer experience helping families and individuals identify the right set of key performance measurements to advise families with complex financial needs.
We combine critical thinking with detailed analysis and help manage 39 wealth management workflows for your cash flow planning, retirement planning, tax planning, investment management, trust and estate planning, and gift planning. We work on the front lines every day helping you manage your wealth and handling the related processes and tasks that help you stay the course.
We build and manage portfolios of investments that match your personal wealth management plan for all your accounts. Our goal is to help you generate the liquidity, safety, income, capital growth, and tax and cost control you will need to meet your goals in your wealth management plan.
We monitor and compare your results to your plan. We re-evaluate and re-analyze as necessary, and provide you with counsel and advice for ongoing course corrections to stay on plan.
Personal Wealth Management at Intelligent Capitalworks
We serve you as an advisor, manager, leader, and counselor. 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.
We serve you as a fiduciary. In fact, we only serve our clients in a fiduciary capacity. Intelligent Capitalworks has also been certified to a fiduciary standard by CEFEX, the Centre for Fiduciary Excellence and is one of only two members of the Institute for the Fiduciary Standard in Arizona.
Personal Wealth Management Advisor Interview Guide
Use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other fiduciary financial advisors.
