ICW Quick Facts
Our mission is to create value for you by helping you develop a wealth management plan to preserve, protect, grow, and transfer your wealth and implementing the disciplined investment and wealth management strategies to support your plan.
We dedicate our actions and resources working on the front lines every day helping you stay on plan and managing the related processes and tasks that help you stay on target.
ICW Quick Facts
It's like having
your own family office.
We are educated, trained, invested and experienced for this work.
CONSIDER EVERYTHING
ICW Quick Facts
Our mission is to create value for you by helping you develop a wealth management plan to preserve, protect, grow, and transfer your wealth and implementing the disciplined investment and wealth management strategies to support your plan.
We dedicate our actions and resources working on the front lines every day helping you stay on plan and managing the related processes and tasks that help you stay on target.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Create value for you by developing the a wealth management plan to preserve, protect, grow, and transfer your wealth and implementing the disciplined investment and wealth management strategies to support your plan.
Wealth management
designed to maximize your life.
It’s like having your own family office.
We are educated, trained, invested and experienced for this work.
Financial Advisor
Quick Facts
Client Approach
Financial Advisor
Quick Facts
Client Approach
Achieving Your Goals and Objectives
We work to create value for you.
Client-Centered
We are always working to position our clients in their place of greatest potential. 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.
Client-Focused
We position and help our clients to become more effective CEOs of their wealth. We help our clients visualize from a broad perspective and develop well-conceived plans that are forward-thinking and future-focused to help them achieve their goals and objectives and the lives they desire.
Client-Aligned
At the beginning and the end of every day, each client’s 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.
Fiduciary Advisors
We serve our clients as a fiduciary. Our duty is to our clients and their best interests. We do not receive commissions or other forms of compensation for selling insurance, annuities or other investment products or trading in client accounts.
Fee-Only Advisors
We serve our clients for a professional fee only. As fee-only wealth advisors, we help individual investors solve their wealth management problems. We provide professional services and advice. We do not sell financial products.
Professional Advisors
We work to understand each client’s vision and gain clarity of each client’s purpose. Before we offer financial advice, we commit our talent, time and resources to study and analyze each client’s situation.
Committed Engagement
We provide professional advice, guidance, counsel and direction to help each client successfully preserve, protect, grow and transfer their wealth and meet their long-term goals and objectives.
Professional Team
We provide a collaborative professional team working closely with each client to break down the inefficiencies of knowledge silos and capitalize on broader situational experience and bring multiple perspectives to achieving outcomes and solving problems.
Long-Term Relationships
Our business model is based on long-term relationships. The best relationships evolve from time spent working together, growing together and celebrating our mutual successes.
Financial Advisor
Quick Facts
Firm Features
Financial Advisor
Quick Facts
Firm Features
Private Wealth Management
It's like having your own family office.
Client Experience
- Focused individual client analysis
- A team who knows and stays with you
- Close personal relationship
- Client-specific strategies
- Inter-disciplinary implementation
- Multi-generational planning
- Services for assets starting at $5 million
Services
- Wealth Planning, Advice and Counsel
- Wealth Advisor Team Development
- Saving and Investment Management
- Tax Planning and Strategy
- Exit and Retirement Planning
- Risk Survey and Insurance Planning
- Budget and Saving Management
- Cash and Liquidity Management
- Trust and Estate Planning
- Philanthropic and Legacy Planning
Professional Relationships
- Center for Fiduciary Excellence
- Institute for the Fiduciary Standard
- National Association of Personal Financial Advisors
- CFA Institute
- CFP Board
- Financial Planning Association
- Investment Adviser Association
- American Bankers Association
- Academy of Special Needs Planners
- Central Arizona Estate Planning Council
- National Association of Estate Planners & Councils
- National Center for Family Philanthropy
- National Association of Compliance Professionals
Investment Approach
- Tailored separately managed accounts
- Diversified individual equities
- Long-term investment
- Dividend and capital growth focus
- Defensive risk structure
- Low portfolio turnover and tax sensitive
Account Types
- Personal accounts
- Retirement accounts
- Trusts accounts
- Business accounts
- Philanthropic accounts
History
- Founded in 2005
- Privately owned since inception
- Investment fiduciary since inception
- Fee-only since inception
- SEC-registered since inception
Fiduciary 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 fiduciary financial advisors.
