Intelligent Capitalworks delivers fiduciary services to help Chandler clients look after their financial well-being. Its wealth management professionals assist individuals and families with retirement planning, investment management, and estate planning. Guided by multi-disciplinary skillsets and over 40 years of combined experience, the team assesses clients' goals and needs, coaches them on building financial skills, and develops wealth optimization strategies. Firm President Vincent Rossi is a member of the Forbes Finance Council 2022.
Investment Adviser Public Disclosure Database, SEC