Intelligent Capitalworks
Get Full AccessDescription
- Client-Centered Wealth Advisory Services From the roots of our founders financial advisory career that began more than 30 years ago, Intelligent Capitalworks was established in 2005 as a fee-only fiduciary wealth management firm specializing in retirement planning, investment management, estate planning and wealth management. Wealth Management Many families and individuals rely on our planning, investment and wealth management skills in seeking to preserve, protect and grow their wealth often from one generation to the next. Longstanding Credentials In The Wealth Management World We believe we are selected for our distinctive planning, investment management and financial life management expertise. We believe individuals will recognize the client-centered purpose of our fiduciary financial, investment and consulting services, as well as the depth and breadth of our longstanding credentials in the wealth management world. Deliberate Endeavor And Studied Preparation We focus on developing plans, disciplined investment strategies, independent research, and plan and investment performance analysis for each client. We combine critical thinking with detailed analysis in many areas, including retirement planning, investment management, trust and estate planning, tax planning, cash flow planning and gift planning. Open Architecture Our open architecture supports a variety of independent custodians for our clients accounts and a collaborative team approach working closely with our clients other professional advisors CPA, estate planning attorney and insurance professionals. Wealth Advisory Services For Assets Starting at $1 Million 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 $1,000,000. Contact Monique Pressley at 480-951-2900 to schedule an appointment.
-
Headquarters:16427 North Scottsdale Road Suite 260, Scottsdale, Arizona, United States
More -
Phone Number: +1 480-951-2900
-
-
Employees:5
-
Revenue:$1 - 10M
-
Legal Name:Intelligent Capitalworks
-
Intelligent Capitalworks's Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Intelligent Capitalworks
-
Where are Intelligent Capitalworks's Headquarters?
Intelligent Capitalworks's Headquarters are in 16427 North Scottsdale Road Suite 260,Scottsdale,Arizona,United States
-
What is Intelligent Capitalworks's phone number?
Intelligent Capitalworks's phone number is +1 480-951-2900
-
What is Intelligent Capitalworks's official website?
Intelligent Capitalworks's official website is https://www.intelligentcapitalworks.com
-
What is Intelligent Capitalworks's Revenue?
Intelligent Capitalworks's revenue is $1 - 10M
-
What is Intelligent Capitalworks's NAICS code?
Intelligent Capitalworks's NAICS code is 523930
-
How many employees are working in Intelligent Capitalworks
Intelligent Capitalworks has 5 employees
-
What is Intelligent Capitalworks's Industry?
Intelligent Capitalworks is in the industry of Investment Management
-
Who is Intelligent Capitalworks's President, Chief Investment Officer?
Intelligent Capitalworks's President, Chief Investment Officer is Vincent Rossi