Why choose this provider?
Intelligent Capitalworks serves individuals and families in Phoenix. The wealth management firm assists with investment management and retirement, incapacity, and estate planning. Its financial planners tackle multiple aspects of the client's finances, from cash flow and taxes to charitable giving. They guide clients in identifying their goals and implementing strategies to accumulate enough wealth to support them. The firm is a certified fiduciary by the Centre for Fiduciary Excellence, LLC. Founder Vincent Rossi is a Certified Financial Planner.
License Verified:
License: 801-64460
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail