Vincent Rossi, CFP®
Fiduciary Wealth Management. Become a Better CEO of Your Wealth. We can help.
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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
- Taxes
About Vincent Rossi, CFP®
Vincent Rossi’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.As President of Intelligent Capitalworks, Vincent works with all clients and is responsible for the strategic direction of the firm and delivering the firm’s services to clients. As Chief Investment Officer, his primary role is investment research, process and portfolio construction.
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, Senior Investment Management Consultant and Portfolio Manager at US Bancorp Piper Jaffray.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities from the trading floor of the Chicago Board of Trade for a primary dealer trading directly with the Federal Reserve System during the historic 1980’s bear market in bonds.
Vincent has been an individual member of one of the world’s largest financial exchanges, the Chicago Mercantile Exchange, where he traded exclusively for his own account. Vincent was in the S&P 500 futures trading pit on October 19, 1987, during the record 22 percent one-day stock market decline.
“We started our firm nearly 20 years ago after my 20-year career in the capital markets and wealth management. We built our firm to be able to provide a select number of families and individuals with attentive, proactive, cost-effective access to a dedicated wealth management team offering core family office services integrated across the 12 allied disciplines of wealth management.” - Vincent Rossi
Professional Designations
- Accredited Estate Planner (AEP)
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Investment Management Analyst (CIMA)
- Chartered Advisor in Philanthropy (CAP)
- Chartered Life Underwriter (CLU)
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
Northern Arizona University-The W. A. Franke College of Business, Bachelor of Science in Business Administration
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho 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
- Veterans
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