Vincent Rossi is the founder, President and Chief Investment Officer of Intelligent Capitalworks, a fiduciary wealth management firm located in Scottsdale, Arizona. He leads the retirement planning, investment management and trust and estate planning for the firm’s clients and has deep experience as a senior executive serving high net worth individuals and families.

Vincent’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. 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 and Portfolio Manager at Piper Jaffray.

Vincent has five adult children, one of whom suffered a traumatic brain injury at age 11 and now receives services from ALTCS.

Firm Description

Intelligent Capitalworks is a fee-only fiduciary wealth management firm specializing in investment management services and retirement, trust and estate, special needs and philanthropic planning.

We combine critical thinking with detailed analysis and help develop plans, investment strategies and progress monitoring for each client.

Services

• Family Financial Discussions
• Special Needs Planning
• Goal and Objective Setting
• Trust Planning
• Investment Strategy
• Progress Review

Hours

Cost