Scottsdale Financial Advisors & Wealth Management

PRIVATE WEALTH MANAGEMENT SERVICES

Fiduciary Wealth Management for families and individuals

Professional expertise for a time of growing complexity.^SM

Visualize your journey.
Plan your mission.

We help our clients visualize the journey of their best life.
Then we develop and manage the mission plan to help them achieve it.

We serve as an advisor, manager, leader, and counselor. We contribute
differently at different times. Most often, we contribute simultaneously
across all capacities in differing degrees.

Your journey building wealth is personal.

01

Within your family, needs are different and reasons for prosperity differ, so the roads may wind in a variety of directions. We help you visualize with a broader view and more complete plan.

Framework
is foundational
for success.

02

Data and viewpoints are abundant. We help you discern and discriminate among ideas and create a framework for your success. We focus on your key issues and develop targeted studies.

Wealth management
is always an
A-Level game.

03

Advanced-level engagements require skilled, competent multi-disciplinary professionals. We use our breadth and depth-of-field to create and integrate your wealth management strategies.

Building
long-term wealth
is pivotal.

04

Precious few plans will succeed without long-term compounding of your returns. We position and manage your investments to benefit from after-tax, risk-managed, long-term wealth compounding.

Energy
and discipline
are required.

05

The “daily lifting” required to help you fulfill your plan rests in processes, workflows and document management. We work on the front lines every day helping you get things done.

Engaging with us.

Launchpad.

Preparing for
professional wealth
management

For families and individuals who have accumulated $1 million or more and who are planning to accumulate $5 million or more at retirement. Your first million was the hardest. You are completing the launch sequence and preparing for liftoff.

Launch.

Launching a professional
wealth management
engagement.

For families and individuals who have accumulated $2 million or more and who are planning to accumulate $5 million or more at retirement. Your second million came in half the time it took to accumulate your first million. You have achieved liftoff and your mission is underway.

Accelerate.

Transitioning
to engaged
wealth management.

For families and individuals who are close to accumulating $5 million or more. You have been on the mission for a few years. As your wealth has grown, your financial life has become more complex. Now there is much more to think about and course corrections are important.

Orbit.

Curating
inter-disciplinary
wealth management.

For families and individuals who are close to accumulating $10 million. You are reaching escape velocity. You are transitioning from gaining to maintaining altitude. Time and money may have traded in importance in your life and the focus is now heightened on unforced errors.

Explore.

Creating what's possible
with intentional
wealth management

For families and individuals who have accumulated more than $10 million. You have reached escape velocity. So much of your life is no longer compulsory. You now have the opportunity to envison and create. What will you learn? What will you ponder? What will you contribute? What will you do?

The value of becoming a client.

Managing wealth successfully to get future-ready is a challenging endeavor. It requires integrating multi-disciplinary skills combined with the discipline of frequent attention and the commitment of time and energy to manage dozens of inter-related workflows.

As fiduciary fee-only Scottsdale financial advisors, we specialize in wealth planning and advisory services that help solve the retirement planning, investment management, estate planning and wealth management problems that stand in the way of your desired future, not selling financial products masquerading as solutions.

We are always client-inspired, data-driven, process-managed, progress-measured and results-oriented to help get you future-ready. The targeted result is always to help you live your best life.

Pursuing
an intentional
journey

The targeted result is always mission accomplished.

Our most important rankings.

It’s not about how big the firm is. It’s about long-term commitment.

0 + years

average client tenure*

0 + years

client tenure for 34% of clients*

9.8/10

average client satisfaction*

*As of January 31, 2023
client tenures precede the formation of Intelligent Capitalworks

It’s hard to help clients achieve long-term success if they’re not long-term clients.

We’re long-term Scottsdale financial advisors with long-term wealth management clients.

Client Impact

Client since 1996

Can’t imagine working with anyone else.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn’t have been in better hands. Can’t imagine working with anyone else. He now works for five separate branches of our family. couldn’t have been in better hands.

As of January 2023

Client since 2008

He now works for five separate branches of our family.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn’t have been in better hands. Can’t imagine working with anyone else. He now works for five separate branches of our family. couldn’t have been in better hands.

As of January 2023

Client since 2017

We couldn’t be in better hands.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn’t have been in better hands. Can’t imagine working with anyone else. He now works for five separate branches of our family. couldn’t have been in better hands.

As of January 2023

What our clients say about us.

Can't imagine working with anyone else.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn't have been in better hands. Can't imagine working with anyone else. He now works for five separate branches of our family, couldn't have been in better hands.

As of January 2023

Can't imagine working with anyone else.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn't have been in better hands. Can't imagine working with anyone else. He now works for five separate branches of our family, couldn't have been in better hands.

As of January 2023

Can't imagine working with anyone else.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn't have been in better hands. Can't imagine working with anyone else. He now works for five separate branches of our family, couldn't have been in better hands.

As of January 2023

Can't imagine working with anyone else.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn't have been in better hands. Can't imagine working with anyone else. He now works for five separate branches of our family, couldn't have been in better hands.

As of January 2023

Can't imagine working with anyone else.

We have been working with Vince Rossi for nearly three decades. He now works for five separate branches of our family. We couldn't have been in better hands. Can't imagine working with anyone else. He now works for five separate branches of our family, couldn't have been in better hands.

As of January 2023

Testimonials

Achieving your goals is our mission.

An experienced top-ranked wealth management team of fee-only financial advisors and financial planners with a long history of providing financial planning, investment and wealth management services, and advice integral for family office services.

Trust is an
earned privilege.

It is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and helping you look after your financial well-being.

It is an honor for us to receive the trust of others to advise them financially and manage their money. It is a responsibility that we approach with great care and respect, and that begins with important disclosures for us as fiduciaries and Scottsdale financial advisors.

Global Fiduciary
Certification

Charles Rossi, CFA^®, CFP^®

Managing Director
Wealth Management

Michael Rossi, CFA^®, CFP^®

Managing Director
Wealth Management

Jillian Carlson, IACCP^®

Managing Director
Chief Compliance Officer

Monique Pressley, ChFC^®

Managing Director
Client Services

Jennifer Rossi, ChFC^®

Managing Director
Client Relationships

Vincent Rossi, CFP^®

Senior Managing Director
Wealth Management

Board-certified Scottsdale financial advisors.

Our team of fee-only financial advisor professionals brings more than 100 years of collective experience to help you address and solve your wealth management needs.

Financial Planners Scottsdale
Fee-Only Financial Advisors Scottsdale
Wealth Management Scottsdale
Family Office Services Scottsdale

Located in the heart of North Scottsdale
Promenade Corporate Center
Scottsdale Road at Frank Lloyd Wright Blvd. Easy access from the Loop 101 or SR-51.

ICW Featured Papers

Minding Investor Behavior Gaps

By Vincent Rossi | November 15, 2022

Your investing behavior will very likely have the largest impact on your long-term investment results.

Wealth Management Guiding Principles

By Vincent Rossi | November 15, 2022

Guiding principles can help you form an operating philosophy to guide you throughout your working and investing life.

Dividend-Growth Investing for Rising Income and Growth

By Vincent Rossi | November 15, 2022

Investors who examine the mathematical benefits of a dividend-growth strategy may not look at investing in the same light again.

Selecting a Wealth Management Professional

By Vincent Rossi | November 15, 2022

Use this guide to help you when interviewing a wealth management professional.

Wealth Management Guiding Principles

By Vincent Rossi | November 15, 2022

Guiding principles can help you form an operating philosophy to guide you throughout your working and investing life.

Dividend-Growth Investing for Rising Income and Growth

By Vincent Rossi | November 15, 2022

Investors who examine the mathematical benefits of a dividend-growth strategy may not look at investing in the same light again.

ICW Journal

ICW Journal Insights

Measuring What Matters - Achieving Your Goals

Measuring What Matters Most

Have you been measuring what matters most to your future financial success, or have you been focusing on the market’s

Vincent Rossi November 15, 2022

Investment Behavioral Mistakes

Investment Behavioral Mistakes

Much has been written about investment behavioral mistakes and whether financial advisors can help clients generate market-beating investment outperformance. Amid

Vincent Rossi October 25, 2022

The Value of Long-Term Investing

The Value of Long Term Investing

When building wealth for the long term, your goal should be long term investing ‒ time in the market versus

Vincent Rossi October 1, 2022

Quantifying a Financial Advisor's Value

Quantifying a Financial Advisor’s Value

Quantifying a financial advisor’s value has become easier in recent years as financial services firms have undertaken and completed studies

Vincent Rossi September 12, 2022

The Greatest Risk to Retirement Success?

Shortfall Risk is the Greatest Risk to Retirement Success The greatest risk to retirement success? For most of us, it’s

Vincent Rossi July 18, 2022

Retirement Plan Distribution Planning

Retirement Distribution Planning

Retirement Distribution Planning May Help Minimize Your Overall Tax Expenses If you’ve diligently saved and invested throughout your working years,

Vincent Rossi June 1, 2022

Professionally aligned to our clients.

The Family Wealth Alliance

The Family Wealth Alliance serves the multifamily wealth community: family wealth firms, family wealth professionals, and the people, ideas, and resources that help them serve their clients at the highest level. Intelligent Capitalworks is one of two metro Phoenix, Arizona members of the Family Wealth Alliance.

Family Office Services Scottsdale

National Association of Personal Financial Advisors

NAPFA is the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards working in a strict-fee-only, fiduciary capacity. All client advisors at Intelligent Capitalworks are NAPFA members. Learn more about: Charles Rossi, Michael Rossi and Vincent Rossi.

NAPFA Financial Advisors Scottsdale

Centre for Fiduciary Excellence

CEFEX-certified firms adhere to a standard representing the best practices in their industry. Intelligent Capitalworks is one of only two CEFEX-Certified financial advisory firms in Arizona offering fiduciary fee-only wealth advisory services for high-net worth individuals, families, and trusts.

Fiduciary Financial Advisors Scottsdale

Institute for the Fiduciary Standard

All investors want an advisor they can trust. The Institute for the Fiduciary Standard is a champion for investors. Helping investors find a real fiduciary advisor is the Institute’s mission. Intelligent Capitalworks is one of the only two financial advisory firm members of the Institute in Arizona.

Fiduciary Financial Planners Scottsdale

Certified Financial Planner Board of Standards, Inc.

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP© professionals meet rigorous education, training and ethical standards, and are committed to servicing their clients’ best interests. All client advisors at Intelligent Capitalworks are Certified Financial Planner professionals.

Certified Financial Planners Scottsdale

Fee-Only Network, A Partnership With NAPFA

Fee-only financial advisors do not earn commissions or sell investment products. Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of the National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.

Fee-Only Financial Planners Scottsdale

Academy of Special Needs Planners

The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial planners and trust officers who provide the knowledgeable service and advice to persons with special needs and to their families.

Special Needs Planners Scottsdale

Central Arizona Estate Planning Council

The Central Arizona Estate Planning Council is a group of approximately 200 professionals working in the greater Phoenix, Arizona area, that specialize in legal, accounting, insurance, investment, trust, and valuation services, as well as representatives from various charitable organizations.

Estate Planners Scottsdale

Investment Adviser Association

The Investment Adviser Association advocates before lawmakers and regulators as the only organization exclusively representing the interests of fiduciary investment advisory firms on issues that matter to advisers and their clients. Intelligent Capitalworks is the only member in metropolitan Phoenix offering fiduciary fee-only wealth advisory services.

Fiduciary Investment Advisers Scottsdale

Investment Adviser Public Disclosure

Investment Adviser Public Disclosure (IAPD) database provides information about investment adviser firms registered with the SEC and most state-registered investment adviser firms. The SEC typically regulates larger investment advisers while smaller investment advisers generally are regulated by the states. You can search for an Investment Adviser firm on this website.

Registered Investment Advisers Scottsdale

Bloomberg Business

Bloomberg Business Profile: ICW Investment Advisors LLC, doing business as Intelligent Capitalworks, offers fiduciary investment and wealth management services. The Company specializes in retirement planning, investment management, trust and estate planning, and philanthropic planning. Intelligent Capitalworks serves clients in the United States.

Fiduciary Wealth Management Scottsdale

Financial Planning Association

The Financial Planning Association© (FPA©) is the leading membership organization for CERTIFIED FINANCIAL PLANNER ™ professionals and those engaged in the financial planning process. FPA offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.

CFP Scottsdale

Where we're listed.

Forbes Finance Council

Forbes Finance Council is an invitation-only, professional organization of senior-level financial services executives and leaders who are selected for the council based on their depth and diversity of experience in the financial services industry.

Fiduciary Wealth Advisers Scottsdale

Advisory HQ

Advisory HQ uses a “Top-Down Advisor Selection Methodology” that assesses fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services, team excellence, and depth of experience.

Fiduciary Wealth Managers Scottsdale

Investor.com

Using data points collected from the SEC, the investor.com Trust algorithm prompts questions Americans should ask their financial advisor. The investor.com Trusted badge is awarded to the advisory firms that meet strict regulatory requirements.

Fiduciary Investment Management Scottsdale

Expertise.com

Expertise.com reviews, curates and scores financial advisors on more than 25 variables across five categories – Availability, Qualifications, Reputation, Experience, and Professionalism – and analyzes and gives you the results.

Personal Financial Advisors Scottsdale