Vincent Rossi
CFP®, MSFS
Intelligent Capitalworks
President, Chief Investment Officer
Vincent Rossi
CFP®, MSFS
Intelligent Capitalworks
President, Chief Investment Officer
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
Fiduciary Fee-Only Financial Advisor and Investment Manager Serving Clients in Arizona, Florida and throughout the U.S.
Vincent Rossi is a fee-only financial planner located in Scottsdale / Phoenix, 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 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 30 years of deep experience serving high net worth individuals and families. 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 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 trading directly with the Federal Reserve System. 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.
Education
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
honors graduate
Kinder Institute of Life Planning
Professional Accreditation
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.
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
It is a special honor to receive the trust of others to advise them financially and manage their 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.
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.
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 fiduciary 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.
Your bottom line is our bottom line.
Our only goal is to help you successfully manage your financial life.
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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Vincent Rossi is a NAPFA-Registered Financial AdvisorThe 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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CEFEX, the Centre for Fiduciary Excellence, has certified Intelligent Capitalworks to a defined fiduciary standardThe 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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Vincent Rossi is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
Contact Vincent Rossi
Office Locations:
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Promenade Corporate Center
16427 N Scottsdale Rd Suite 350
Scottsdale, AZ 85254