Vincent Rossi| CFP®, MSFS
- High Net Worth Clients
- Free Initial Consultation
- Financial Life Management
- Retirement Planning Services Pre-Retirement Planning Support Post-Retirement Planning Support
- Investment Management Individually Managed Accounts
- Estate Planning
- Charitable Giving and Trusts
16427 N. Scottsdale Road Suite 260
Scottsdale, AZ 85254-1595
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Vincent Rossi is a Scottsdale, AZ Fee Only Financial Planner serving clients in Arizona, Florida, and across the United States. Intelligent Capitalworks specializes in financial life management, investment management, retirement planning and wealth advisory services. Vincent Rossi is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
SEC registered investment advisor.
A financial advisor and investment manager with more than 30 years experience in the capital markets and investment management industry. Vincent Rossi is the founder, President and Chief Investment Officer of Intelligent Capitalworks, a fiduciary fee-only investment advisory firm in Scottsdale, Arizona. Vincent and his team work with a select number of clients providing financial life management, investment management, retirement planning and wealth advisory services.
Vincent's financial career began on the trading floors of some of the world's largest financial exchanges. His career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. Prior to founding the firm, 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, Portfolio Manager and Senior Investment Management Consultant.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging government securities for a primary dealer. He has also been an individual member of 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.
Master of Science in Financial Services
The American College
Bachelor of Science in Business Administration
Northern Arizona University
Mr. Rossi has taken advanced wealth management courses and studied advanced wealth management issues offered at the following institutions:
Wharton School at the University of Pennsylvania
Center for Fiduciary Studies, Joseph M. Katz Graduate School
at the University of Pittsburgh
John F. Kennedy School of Government at Harvard University
Philip E. Heckerling Institute on Estate Planning
at the University of Miami School of Law
Richard D. Irwin Graduate School at the American College
Esperti-Peterson Institute at Michigan State University
Metropolitan State University of Denver
Cannon Financial Institute
Kinder Institute of Life Planning
During his career, Mr. Rossi has earned the following professional designations:
Certified Financial Planner Certificant
Certified Investment Management Analyst
Chartered Life Underwriter
Accredited Estate Planner
Chartered Advisor in Philanthropy
Certified Trust & Financial Advisor
Accredited Investment Fiduciary Analyst
Mr. Rossi has also completed Level I of the examination for the Chartered Financial Analysts designation. He currently maintains his Certified Financial Planner certification.
Successfully managing your financial life requires clarity, insight, well-reasoned thought, discipline, and good judgment. There is a lot for you to guard and think about, and there are multiple workflows that require your frequent attention and energy. We have the resources and professionals with the capacity and depth-of-field to help you succeed.
The bedrock of our investing approach is to help you meet your planned cash needs, achieve consistent asset growth, avoid unrewarded risks and control your tax and investing costs. Our goal is to help you build the long-term wealth that will help you meet your goals.
Planning for 30 or more years of life without an earned income will be a challenge for all of us. Planning for your financial future is a journey, but you don’t have to walk it alone. What we’ve learned about preparing for our own retirement may help you prepare for yours.
Intelligent Capitalworks is an independent, fee-only fiduciary investment management firm. Managing investment portfolios for individuals and providing them with financial advice is our only business. Our professional depth-of-field and firm resources support client engagements for individuals and families who are seeking investment management and wealth advisory services for assets starting at $1,000,000.
Our clients entrust us to manage their individual, retirement, family, trust, and charitable investment accounts on a discretionary basis. All of our clients' accounts are held with unaffiliated independent custodians.
Our clients share similar investment objectives of seeking to earn a rising stream of income, capital appreciation and improved portfolio stability from their accounts.
We operate using a simple and effective business model.
ICW is a professional practice, not a company with shareholders.
We have no need or obligation to earn an investment return on shareholder capital.
We charge a professional fee for our intellectual capital and depth-of-field,
not sales commissions for selling you investment products.
We're approachable, not institutional.
You are not a business metric that drives the value of our firm. It is a privilege to serve you.
We are not interested in making someone's Top 10 or Top 100 List.
Our only goal is to help you successfully manage your financial life.
Contact Monique Pressley at 480-951-2900 to schedule an appointment.