Michael Rossi
Intelligent Capitalworks
Personal Financial Planner
Michael Rossi
Intelligent Capitalworks
Personal Financial Planner
Our mission is to create value for you by helping you create plans to help meet your goals in life and disciplined investment and wealth management strategies to support your plans. We dedicate our actions and resources to working for you on the front lines every day managing your investments and the related processes and tasks that help you stay the course. - Michael Rossi
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US.
Michael Rossi is a Scottsdale, AZ fee-only financial planner serving clients locally and across the country. Intelligent Capitalworks was established in 2005 as fiduciary wealth management firm specializing in retirement planning, investment management and trust and estate planning to help families and individuals seeking to preserve, protect and grow their wealth – often from one generation to the next.
Michael Rossi joined the firm after completing his Bachelor of Science in Chemical Engineering with a minor in business in 2021. While completing his undergraduate studies, he completed two summer internships with British Petroleum in Alaska and Chicago and also lived in Seoul, Korea for two years serving as a missionary for his church.
Michael received his Post Graduate Diploma in Financial Planning from New York University School of Professional Studies and passed the Certified Financial Planner Board exam in 2021. Michael is a 2022 candidate for a Master of Investment Management and Financial Analysis from Creighton University and is a CFA Level I exam candidate.
Education
Master of Investment Management and Financial Analysis (2022 Candidate)
Creighton University
Heider College of Business
Post Graduate Diploma in Financial Planning
New York University
School of Professional Studies
Bachelor of Science in Chemical Engineering
Ira A. Fulton College of Engineering
Brigham Young University
Professional Accreditation
During his career, Michael has earned the following professional designations:
Series 65 Uniform Investment Adviser Law Examination
Investment Advisor Core Compliance Certificate
Michael is Series 65 licensed and is a member of the National Association of Personal Financial Advisors and the Phoenix Chapter of the Financial Planning Association.
Intelligent Capitalworks is an employee-owned professional wealth management services firm registered with the Securities and Exchange Commission.
Our firm has been purpose-built to help you successfully manage your financial life.
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, servicescape and professionals with the capacity and depth-of-field to help you succeed.
We help you successfully address your retirement planning, investment, trust and estate planning, and philanthropic needs by providing you with professional board-certified advisory services. We help you develop a plan intended to help you accumulate enough income and investment assets so that when you wish to stop working or can no longer work, you will be able to replace your earned income to support yourself in your desired lifestyle. Then we build and manage a portfolio of investments in your individual, trust, retirement and philanthropic accounts with the goal of helping you generate the income and capital growth you will need to meet your planned expenses and goals in retirement.
We serve you as an advisor, manager, leader, and counselor. In each role, we contribute differently as you look to us with different needs at different times. Most often, we contribute simultaneously across all capacities in differing degrees. As leaders, we provide motivation and direction. As counselors, we help remove barriers. As advisors, we provide technical advice. And as managers, we carry out process. Taken together, we are always working to position you in your place of greatest potential.
FIRM CULTURE COUNTS
It is a special honor to receive your trust to advise you financially and manage your money. It is a substantial responsibility that we approach with great care and respect. If you are looking to establish a long-term investment management and wealth advisory relationship, we welcome the opportunity to sit down with you to learn about you, your needs and how we might be able to help you.
Become a client. Contact Monique Pressley at 480-951-2900 to schedule an appointment.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- We invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and their investments, and helping them achieve the goals they set in their plans.
Ideal Clients
- We support individuals and families who are seeking investment management and personal wealth advisory services for assets starting at $2,000,000.
Working Together
- As a professional fiduciary, we will always work in your best interests. It is a privilege that very few people, if any, will get in their lives to be entrusted with your money and the responsibility to help you look after your financial well-being.
Professional Designations & Affiliations
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Michael Rossi is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Intelligent Capitalworks has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
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Michael Rossi is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Michael Rossi
Office Locations:
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16427 N Scottsdale Rd.
Suite 350
Scottsdale, AZ 85254
