Intelligent Capitalworks

Firm Overview

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Intelligent Capitalworks is a fee-only independent investment management and retirement planning firm designed to satisfy investors who want intelligent, independent and objective financial advice from accomplished, board-certified professionals, and exceptional technology and client services.

The firm's advisors are career advisory professionals

in retirement and financial planning, portfolio management, estate planning, wealth strategy, insurance planning, tax planning and estate planning with decades of specialized professional advisory experience.

Our advisors have earned independent board certifications in the disciplines of wealth management and complete continuing professional education programs each year at leading academic institutions and professional organizations.

We contribute critical thinking and interdisciplinary excellence, and independent, unbiased advice. As a fiduciary to each client, we honor our obligation and duty of loyalty to place each client's interests above our own.