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, estate planning, and philanthropic planning services. 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 Scottsdale financial advisorwith deep experience serving high net worth families and individuals. Prior to founding Intelligent Capitalworks 18 years ago, he served as a senior vice president at Morgan Stanley and trust officer at Morgan Stanley Trust Company. During his 40+ 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.