CONSIDER EVERYTHING
Working With Us
We begin with you because it’s all about you. We begin by developing a multi-dimensional personal wealth portrait. We develop and address your risk matrix. We help you develop your goals and objectives and create and curate a plan and roadmap to help you achieve them.
We develop, optimize and implement the wealth management strategies appropriate for your plan. We manage your investments with tax awareness. We help manage your plan implementation and resulting day-to-day workflows. We work to position you in your place of greatest potential.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
We begin with you because it’s all about you.
We help position you in your place of greatest potential.
CONSIDER EVERYTHING
Working With Us
We begin with you because it’s all about you. We begin by developing a multi-dimensional personal wealth portrait. We develop and address your risk matrix. We help you develop your goals and objectives and create and curate a plan and roadmap to help you achieve them.
We develop, optimize and implement the wealth management strategies appropriate for your plan. We manage your investments with tax awareness. We help manage your plan implementation and resulting day-to-day workflows. We work to position you in your place of greatest potential.
It's just part of what we do.
We help position you in your place of greatest potential.
CONSIDER EVERYTHING
Become a Wealth Management Client
Financial Advisors in Scottsdale | Phoenix
Thank you for your interest in our firm. As financial advisors in Scottsdale, it is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect.
If you are interviewing financial advisors in Scottsdale to establish a long-term wealth management relationship, we welcome the opportunity to sit down with you to learn about you and your needs and consider how we may be able to help you.
Our client philosophy is based on our long-term view. The best relationships evolve from time spent working together, growing together and celebrating our mutual successes.
The beginning is the most important part of the work. We begin each engagement by meeting with you to create alignment and develop a clarity of purpose for our services. We will define the scope of our work and our fiduciary responsibilities to you in a written agreement with us that explains how we will help you and how we will manage your investment and retirement accounts.
Personal financial management team. Then we will introduce you to the members of your professional wealth management team who will work with you, begin the process of learning about you and gather all of your relevant documents for us to begin our work.
These documents will include your personal information, account statements, tax returns, Social Security statements, retirement plan documents, wills, trusts, insurance policies, and more. Different members of your team will have meetings with you to make sure we have everything we need to begin our studies and analyses.
Your team of fiduciary, fee-only financial advisors at Intelligent Capitalworks are members of the National Association of Personal Financial Advisors.
Critical thinking, analysis and workflow plan. Then we will meet with you to present and review the results of our work, our recommendations to you and a proposed roadmap of action items. After you have approved our recommendations and the investment approach you wish to take, we will prepare the written guidelines for you to approve for your accounts.
Learn more about working with us.
Advanced wealth management technology. You and your team will collaborate using our suite of integrated online wealth management platforms that will enhance, accelerate and simplify your effort and ability to help you manage your financial life.
Unaffiliated, qualified custodians for your accounts. As your accounts are transferred to the unaffiliated, qualified custodian you choose, we will begin to manage your accounts in accordance with your investment guidelines.
We will also follow up with you to address the other action items on your roadmap that we uncovered in our analyses and help you complete the recommendations you choose to pursue. We will schedule calls with you or meet with you periodically to review your progress and respond to your inquiries and requests.
At the beginning and the end of every day, your bottom line is our bottom line. We invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and their investments, and helping them achieve the goals they set in their plans.
Wealth advisory services for assets starting at $3 million. We are financial advisors in Scottsdale who work primarily with high net worth individuals and families who have accumulated or plan to accumulate $10 million or more at retirement.
Our professional experience and firm resources support client engagements for individuals and families who are seeking investment management and wealth advisory services for assets starting at $3,000,000.
Financial 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 financial advisors in Scottsdale.
To schedule a meeting with us, please call Monique Pressley at 480-248-2223, or click here.
Achieving Your Goals and Objectives | How we create value for you.
We meet and interview together.
Introduction
Service professionals, whether they are doctors, attorneys, accountants, or financial advisors, are all a bit like icebergs, with 10 percent of their attributes above water and visible for you to see and the remaining 90 percent of their attributes below the surface and invisible to you. Use our 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 financial planning and wealth management candidates.
We match and you engage us.
Commitment
We begin each financial planning and wealth management engagement by meeting with you to create alignment and develop a clarity of purpose for our services. We will define the scope of our work and our fiduciary responsibilities to you in a written agreement with us that explains how we will help you and how we will manage your investment and retirement accounts using these unaffiliated custodians.
We work together.
Discovery
We help you see the big picture and plan for your desired future. We collect your relevant information and documents to study and analyze while we are transferring your accounts to an unaffiliated custodian. We learn about your history and aspirations for the future, and we help you define your goals and objectives in meetings we have with you.
Click here to see how we help you develop your vision for your desired future.
We complete your studies and analyses.
Analysis
We commit our time, talent and resources to study and analyze your situation. We complete multiple wealth planning studies and analyze your retirement income and capital growth needs, your risk profile and risk capacities, tax exposures and your estate and philanthropic plans.
Click here, for a list of some of the studies and analyses we may complete for you.
We develop your plan and strategies.
Development
We create liquidity, cash flow, purchasing power protection and capital growth strategies based upon your goals and objectives. Then we record and maintain your strategies in your personal wealth plan.
Click here to see how we help you develop your financial planning strategies.
We deliver and you approve.
Delivery
We meet with you to present the results of our wealth planning analysis and the strategies we develop. We review them together and adjust as necessary. Then we prepare written investment guidelines and you approve implementation.
We manage your investments and plan.
Implementation
We invest and manage your accounts according to the investment plan you approve from the wealth management strategies we develop using these unaffiliated qualified custodians. Most importantly, we work diligently to surround you with others who will place your needs ahead of their own. That’s what fiduciaries do. They put you first.
We monitor, review and manage your progress.
Management
We monitor your accounts and we review your progress toward your goals and help you to stay on track in periodic wealth planning and management calls and meetings we have with you. We manage the ongoing workflows.
Click here to see how we help you monitor your accounts and review your progress towards your goals.
