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Firm Overview
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Inspired 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 more than 100 collective years of specialized professional advisory experience.
Our advisors hold independent board certifications in the disciplines of wealth management and complete hundreds of hours of continuing professional education each year at leading academic institutions and professional organizations. Each principal has more than 20 years of specialized experience advising prosperous families, managing individual and family wealth and minimizing wealth management risks.
We provide wealth counsel across the disciplines of wealth management to individuals, families and their philanthropic 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.
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Inspired Capitalworks is an investment advisory firm registered with the Securities and Exchange Commission to provide retirement and financial planning services and investment and wealth management services to clients of the firm. The firm is not affiliated with any securities brokerage firm or securities dealer. Compensation for all client engagements is strictly fee-only.
The firm has offices in Scottsdale, Arizona and Bonita Springs, Florida.
Inspired Capitalworks is the trade name owned by ICW Investment Advisors LLC.
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Nov 14, 2008
Scott Chalmers, CFP leaves Merrill Lynch to open Bonita Springs, Florida office for Inspired Capitalworks.
Entire release
Sep 15, 2008
Inspired Capitalworks 29th Investment Advisor firm globally to receive CEFEX certification of fiduciary excellence.
Entire release
Sep 02, 2008
Brad Priebe, CFP leaves Ameriprise Financial to join Inspired Capitalworks as a Financial Planner and Investment Advisor.
Entire release
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