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Intelligent Capitalworks
16427 North Scottsdale Road
Suite 260
Scottsdale, AZ 85254-1595
Phone: (480) 951-2900
Fax: (480) 951-2922
Toll-free: (866) 617-2900
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Household Income Minimum: $100,000 Investable Asset Minimum: $1,000,000
Considerations: No one can be all things to all people and expect to do an excellent job for everyone. Dedicated professionals don’t try to simultaneously work with various constituencies with vastly different interests and needs.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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