Vincent Rossi

CFP®, MSFS

Intelligent Capitalworks

President, Chief Investment Officer and Shareholder

Vincent Rossi

CFP®, MSFS

Intelligent Capitalworks

President, Chief Investment Officer and Shareholder

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. - Vincent Rossi, CFP®, MSFS

(480) 951-2900

Fiduciary Fee-Only Financial Advisor, Investment Manager, and Trust and Estate Planner Serving Clients in Arizona, Florida and the US. Offices in Chandler, Phoenix and Scottsdale, Arizona

Vincent Rossi is a fee-only financial planner with offices in Chandler, Phoenix and Scottsdale, AZ, 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.

A financial advisor and investment manager with more than 37 years of deep experience serving high net worth individuals and families. Vincent Rossi is the founder of the firm, and President and Chief Investment Officer. He leads the retirement planning, investment management and estate planning for the firm’s clients and has deep experience as a senior executive serving high net worth individuals and families.

Vincent’s 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 in 2005, he was a Senior Vice President, Portfolio Manager and Trust Officer at Morgan Stanley and a Managing Director and Portfolio Manager at Piper Jaffray.

Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities for a primary dealer trading directly with the Federal Reserve System. 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. He has also successfully developed, built and managed long-term retail investment real estate with national credit tenants for his personal account.

From 1986 to 2000, Vincent 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.

Education

  • Master of Science in Financial Services: The American College
  • Bachelor of Science in Business Administration: Northern Arizona University

Professional Accreditation

During his career, Vincent has earned the following professional designations:

  • Certified Financial PlannerTM professional
  • Certified Investment Management Analyst®
  • Chartered Life Underwriter®
  • Accredited Estate Planner®
  • Chartered Advisor in Philanthropy®
  • Certified Trust and Fiduciary Advisor
  • Accredited Investment Fiduciary Analyst®
  • Investment Advisor Core Compliance Certificate

Vincent has also completed Level I of the examination for the Chartered Financial Analyst® designation. He currently maintains his CERTIFIED FINANCIAL PLANNER™ certification.

Vincent Rossi is a Member of the National Association of Personal Financial Advisors

The 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.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 planninginvestmenttrust 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

  • National Association of Personal Financial Advisors (NAPFA)
    Vincent Rossi is a NAPFA-Registered Financial Advisor

    The 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.

  • Centre for Fiduciary Excellence (CEFEX)
    CEFEX, the Centre for Fiduciary Excellence, has certified Intelligent Capitalworks to a defined fiduciary standard

    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.

  • Certified Financial Planner (CFP)
    Vincent Rossi is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Vincent 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.

  • CFA Institute
    Vincent Rossi is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Vincent Rossi

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Office Locations:

  • Esplanade at the Biltmore
    2415 E Camelback Rd, Suite 700
    Phoenix, AZ 85016
  • Promenade Corporate Center
    16427 N Scottsdale Rd Suite 350
    Scottsdale, AZ 85254
  • San Tan Corporate Center
    3100 W Ray Rd, Suite 201
    Chandler, AZ 85226

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