Vincent Rossi, CFP^®

MSFS, CIMA^®

President, Chief Investment Officer

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254

FINANCIAL ADVISOR'S WEBSITE

https://intelligentcapitalworks.com

(866) 617-2900

+1 More Number

(480) 951-2900

CONNECT WITH Vincent

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are compensated by a professional fee only and do not accept sales commissions or other forms of compensation. Our fees are exclusively for our professional investment management and wealth advisory services.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

My Links

Intelligent Capitalworks

NAPFA

Fee Only Network

CEFEX Certified

Brochures

Smart Money at Work

Dividend Investing for Rising Income and Growth

Minding Investor Behavior Gaps

General

Vincent Rossi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intelligent Capitalworks in Scottsdale, AZ and the surrounding communities.

Financial Advisor Overview

Intelligent Capitalworks is an independent, fee-only fiduciary wealth advisory and investment management firm providing objective and intellectually honest financial advisory services to high net worth clients throughout the United States. The firm's core competencies include retirement planning, investment management, estate planning and philanthropic planning.

Financial Advisor Experience

Mr. Rossi’s 30-year career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. He leads the retirement planning, investment management and estate planning for the firm’s clients. Prior to founding the firm in 2005, he was a Senior Vice President at Morgan Stanley, where he served as a Wealth Advisor, Portfolio Manager and Trust Officer. He was also a Managing Director at Piper Jaffray, where served as a Wealth Advisor and Portfolio Manager. Prior to the development of his individual client practice, he served institutional clients hedging and arbitraging U.S. Government securities for a primary dealer. He has also been an individual member of one of the world’s largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange. From 1986 to 2000, Mr. Rossi wrote and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.