Intro: Detailed Ranking & Review of Intelligent Capitalworks
Intelligent Capitalworks was recently ranked by AdvisoryHQ News as a top-rated financial advisory firm in Scottsdale, AZ.
In the sections below, we provide a detailed overview, including the key factors that enabled this firm to be ranked as one of the top financial advisors in Scottsdale, Arizona for four years in a row.
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Overview of Intelligent Capitalworks
Founded in 2005, Intelligent Capitalworks is a fiduciary, fee-only wealth management firm that specializes in retirement planning, investment management, trust and estate planning, and philanthropic planning.
The firm has offered its services as a fee-only advisory firm since its inception, demonstrating the integrity of its commitment to serving the needs of its clients first and foremost.
As one of the top financial advisors in Scottsdale, Intelligent Capitalworks has been built to support and deliver a collaborative, client-empowering experience, making them an ideal choice for investors looking for intellectually honest advice, not financial product sales. Each client’s plan is supported with the resources, critical thinking and required depth-of-field that helps address the client’s unique financial needs.
With an approach that puts dedication to serving client needs first and foremost, this top Scottsdale wealth management firm is well-poised to create long-lasting value for its clients, making them one of the best financial advisors in Scottsdale.
Image source: Intelligent Capitalworks
About the Founder, Vincent Rossi, CFP®
Vincent Rossi, CFP® is the founder of the firm, and President and Chief Investment Officer. He leads the retirement planning, investment management, and estate planning for the firm’s clients and has deep experience serving high net worth individuals and families.
Mr. Rossi’s 38-year 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 for Morgan Stanley, where he served as a Wealth Advisor, Portfolio Manager, and Trust Officer. He was also a Managing Director for Piper Jaffray, where he served as a Wealth Advisor, Portfolio Manager, and Senior Investment Management Consultant.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities for a primary dealer trading directly with the Federal Reserve System. He has also been an individual member of one of the world’s largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange.
From 1986 to 2000, Mr. Rossi wrote and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.
Vincent Rossi, CFP®
Mr. Rossi has earned an impressive range of educational and professional qualifications and designations during his career. These include:
- Masters of Science in Financial Services—MSFS
- Certified Financial Planner—CFP®
- Certified Investment Management Analyst—CIMA®
- Chartered Life Underwriter—CLU®
- Accredited Estate Planner—AEP®
- Chartered Advisor in Philanthropy—CAP®
- Certified Trust and Fiduciary Advisor—CTFA
- Accredited Investment Fiduciary Analyst—AIFA®
In the sections below, we have outlined a few notable features to summarize the services, approach, expertise, and unique value offered to clients by Intelligent Capitalworks.
Intelligent Capitalworks is a fee-only firm combined with a fiduciary commitment. A Fee-Only financial advisor is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. This means that clients can trust that any investment product or financial approach recommended by their advisor is done in their best interest—not the best interest of the firm.
Intelligent Capitalworks has also adopted the fiduciary standard, which is great news for current and future clients alike.
Firms that take on a fiduciary responsibility have a fundamental obligation to provide financial advice that is in their clients’ best interests. This is particularly important when dealing with finances—clients need to know that their relationship will be built upon a strong ethical foundation, without material conflicts of interest and with full disclosure and transparency.
Certified Fiduciary and Fee-Only
Intelligent Capitalworks has been certified for fiduciary excellence by CEFEX, for wealth advisory, retirement planning, and discretionary investment management services for high net worth individuals, families, trusts, ERISA retirement plans, philanthropic organizations, and business accounts.
CEFEX is an independent global assessment and certification organization that verifies conformity to conduct and practice standards that are substantiated in laws, regulations and professional best practices that are worthy of the public’s trust and confidence.
The firm dedicates a qualified and experienced financial advisory team that works closely with each client. The team is dedicated to creating a successful wealth management plan and managing the workflows that are specific to meeting each client’s needs.
As an additional testament of their commitment to transparency, Intelligent Capitalworks keeps an updated copy of their firm brochure posted on their website. This allows current and potential clients alike to view their business model, investment approach and fee guidelines, and request a copy of their code of ethics at any time.
Dedicated Wealth Management Team
If you’re looking for a fiduciary wealth management team that is knowledgeable and capable of serving you across the ten allied disciplines of wealth management, then Intelligent Capitalworks will be of interest to you.
Key Intelligent Capitalworks Team Members:
Click here for the firm’s most updated team member information:
Professional backgrounds range from retirement planning, professional portfolio management, estate planning, asset protection, tax planning, family legacy planning and trust advisory services, providing a diverse array of skill sets and financial expertise.
Clients Served by Intelligent Capitalworks
The firm supports individuals and families who are seeking investment management, retirement planning guidance, and personal wealth advisory services for assets starting at $2,000,000. Intelligent Capitalworks supports a variety of account types, including (but not limited to):
- Individual accounts
- Personal trusts
- Family trusts
- Family partnerships
- Retirement accounts
- Retirement plans
- Family foundations
- Donor-advised charitable trusts
- Closely-held businesses
Equity Investment Management
In addition to their wealth planning and advisory services, Intelligent Capitalworks provides experienced discretionary investment management services tailored for each client’s risk and return requirements in separately managed accounts. They focus on building equity portfolios that help provide clients with consistent and rising income, capital growth and risk management. They favor the exponential power of long-term compounding of equity investment returns that they explore in their original research paper, Deliberate Dividend Growth Investing for Rising Income and Capital Growth.
Fixed Income Investment Management
Intelligent Capitalworks pursues a multi-sector approach to managing fixed income portfolios using individual bonds, mutual funds and exchange-traded funds (ETFs).
Image source: Intelligent Capitalworks
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Intelligent Capitalworks Review Summary
For high net worth clients who are looking for an experienced, dedicated wealth advisory team to guide them through a successful financial life, Intelligent Capitalworks may be a great fit.
With one of the industry’s highest advisor to client ratios, their robust client servicescape and a dedication to providing intellectually honest advice, Intelligent Capitalworks solidifies their 5-star rating on our 2020-2021 Ranking of Best Financial Advisors in Phoenix & Scottsdale, AZ financial planning as one of the top wealth management firms to partner with this year.
Contact Information for Intelligent Capitalworks
This firm is headquartered in Scottsdale, Arizona and provides services throughout the United States for clients with assets starting at $2 million.
Promenade Corporate Center
16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254
Email: [email protected]
Intelligent Capitalworks offers a complimentary meeting for interested clients to discuss their financial goals, needs, and learn how they might benefit from a fiduciary advisory and wealth management relationship. To schedule a meeting, please call Monique Pressley directly or use their “Contact Us Page.”
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This Intelligent Capitalworks review was independently conducted by AdvisoryHQ.
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