Charles Rossi, CFA, CFP®, AEP®

Fiduciary Wealth Management. Become a Better CEO of Your Wealth. We can help.

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Intelligent Capitalworks Charles Rossi, CFA, CFP®, AEP®
Scottsdale, AZ

Serving Clients Nationwide

Fiduciary Wealth Management. Become a Better CEO of Your Wealth. We can help.

Areas of Focus

  • Budgeting
  • Exit Planning
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Investment Management
  • Multi-Generational Wealth
  • Owning a Business
  • Retirement Planning
  • Special Needs Planning
  • Taxes

About Charles Rossi, CFA, CFP®, AEP®

Charles “Charlie” Rossi provides wealth management and planning advice and counsel to all the firm’s clients and develops all client retirement planning, investment management and estate planning analytics and strategies. He manages the firm’s equity investment research, equity dividend growth strategy, portfolio performance analytics and manages all client individual equity portfolios. Charlie also developed and manages the firm’s proprietary client cash flow bridge analytics.

Charlie serves on the wealth management team for all client engagements and is a member of the firm’s Operating, Investment Management and Risk Committees. Charlie holds multiple post-graduate degrees and is board-certified with professional certificates in investment management, financial planning, trust advisory and fiduciary services.

Charles has completed advanced trust schools held at Pepperdine University, University of Notre Dame and Boston University School of Law and studied applied mathematics in finance at the University of Leeds, business valuation and security analysis at the London School of Economics and equity investment management at The London Business School. He has passed the Level I and Level II exams of the CFA® program and is a Level III exam candidate.

Charles is a member of the CFA Institute, National Association of Personal Financial Advisors, the Financial Planning Association, the Academy of Special Needs Planners and the Central Arizona Estate Planning Council and is FINRA Series 65 licensed.

Charles serves on the Board of Directors for Help in Healing Home, a residential hospitality housing community for organ transplant and oncology treatment patients and their caregivers at The Village at Mayo Clinic in Scottsdale, Arizona. Help in Healing Home has served more than 23,500 patients and their families during the past 20 years. Charles lives in the Valley and is active in his church.

“I love everything about my career. The work is both challenging and gratifying. While there are frameworks for the roles I fill, no two days are ever the same. I am fortunate to work with smart, dedicated people and some of the best clients an advisor could have.” - Charles Rossi

Professional Designations

  • Accredited Estate Planner (AEP)
  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER ®
  • Certified Investment Management Analyst (CIMA)
  • Certified Private Wealth Advisor (CPWA)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Chartered Advisor in Philanthropy (CAP)
  • Chartered Financial Consultant (ChFC)

Affiliations

  • Academy of Special Needs Planners (ASNP)
  • CFA Institute
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

16427 N Scottsdale Rd, Suite 350 Scottsdale, AZ 85254

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary call, virtual meeting, or in-office meeting. We look forward to meeting with you.

Offers Investment Management

Yes

About Intelligent Capitalworks

Intelligent Capitalworks is a premier investment management and wealth management services firm dedicated to serving a select number of families and individuals with advanced full-service wealth management needs. We are an independent, 100% employee-owned firm.

Our Mission: Create Value

Our mission is to create value for you by helping you create the plans to protect, conserve, grow, and transfer your family and individual wealth and the disciplined investment and wealth management strategies to support your plans. We dedicate our actions and resources to working on the front lines every day helping you manage your wealth and the related processes and tasks that help you stay the course.

Our Most Important Rankings

It’s not about the firm and how big it is. It’s about long-term client success. One client at a time.

Many large investment and advisory firms lead with and promote the billions of assets they have under management as a core strength to close new business and drive the growth and value of their firms.

We don’t share that obsession.

We designed and built Intelligent Capitalworks to cultivate core professional advisor strengths to better serve families and individuals and help them accomplish more. We are committed to better, deeper, more focused and more present relationships.

As of January 31, 2025, our average client tenure is 16+ years, and we have worked for over 25 years for 34% of our clients, including relationships established prior to the formation of Intelligent Capitalworks in 2005.

What We Do

▪️ We position you as the CEO of your wealth. It’s your wealth, so we position you as the highest-ranking member of your wealth management team, responsible for setting the agenda and delegating responsibilities to C-Suite professionals. The best CEOs recruit and hire proven, accomplished C-Suite professionals.

▪️ Our C-Suite professionals join your team. We are professionals whose titles begin with C, meaning the “chiefs” who get things done. This is the group of people with the most important roles to help you as CEO. We have decades of deep experience advising wealthy families with complex financial needs.

▪️ Together, we focus on your desired results. We help you get your capital working intelligently for you.

What Distinguishes Us

We do the work.

Spend a short time on our website and this will become apparent. This is what doing wealth management looks like. There’s a big difference between saying and doing. Ask yourself, are my advisors really doing this for me? If they are, you’d know it.

We built our firm to be able to provide a select number of families and individuals with a dedicated wealth management team with the intellectual capital, resources and capabilities to help them more successfully manage many disciplines and dimensions of their wealth.

Education

W. P. Carey School of Business – Arizona State University, Master of Taxation and Data Analytics | Creighton University's Heider College of Business, Master of Investment Management and Financial Analysis | W. P. Carey School of Business – Arizona State University, Bachelor of Science in Finance

Hobbies and Interests

  • Church
  • Family
  • Volunteering

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Engineers
  • Entrepreneurs
  • Families
  • Gen X
  • Individuals
  • Intergenerational Families
  • Living in Retirement
  • Physicians
  • Private Foundations & Organizations
  • Special Needs
  • Veterans

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.