Vincent Rossi (CFP®, MSFS)

Vincent Rossi focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Our core expertise is retirement planning, investment management, trust and estate planning, and philanthropic planning. We help clients with the organization, objectivity, accountability and proactivity of their retirement planning, investment management, and estate and philanthropic planning.

We acknowledge in writing that we owe each client a fiduciary duty of loyalty. Our investment advice is based exclusively upon well-reasoned thought and achievement of the client objectives and best interests of each client.

Additional Information

Vincent is a senior executive with deep experience serving high net worth individuals and families. Prior to founding Intelligent Capitalworks 16 years ago, he served as a senior vice president at Morgan Stanley and trust officer at Morgan Stanley Trust Company. During his 38-year investment management career, Mr. Rossi has earned the following degrees and professional designations:

Masters of Science in Financial Services
Bachelors of Science in Business Administration
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Accredited Estate Planner®
Certified Trust and Fiduciary Advisor
Chartered Advisor in Philanthropy®
Chartered Life Underwriter®
Accredited Investment Fiduciary Analyst®

Mr. Rossi has also passed level I of the examination for the Chartered Financial Analyst® designation. He currently maintains his Certified Financial Planner certification.

NAPFA Start Date

March 31, 2008

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This Office

16427 N Scottsdale Rd, Suite 350 Scottsdale, AZ 85254 Phone: (480) 951-2900 Fax: (480) 951-2922

Other Offices

3100 W Ray Rd, Suite 201 Chandler, AZ 85226 Phone: (480) 542-2900
2415 E Camelback Rd, Suite 700 Phoenix, AZ 85016 Phone: (602) 245-2900