Intelligent Capitalworks is a fee only fiduciary wealth management firm specializing in retirement planning, investment management, and trust and estate planning services.
Many successful families and individuals rely on our planning and wealth management skills in seeking to preserve, protect, diversify, and grow their wealth – often from one generation to the next.
We focus on developing plans, disciplined investment strategies, independent research, and robust plan and investment performance analysis for each client.
We combine critical thinking with detailed analysis in many areas, including retirement planning, investment, trust and estate planning, tax planning, cash flow planning and gift planning.
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.
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