Why choose this provider?
Intelligent Capitalworks is a Scottsdale-based wealth management firm serving individuals and families in Phoenix. Since 2005, its financial advisors have been helping clients manage risks and investments. They also leverage multi-disciplinary skillsets and over 100 years of combined experience to create tax, retirement, and family wealth management plans. The company operates as a fiduciary and adheres to a global standard by obtaining annual certification from CEFEX. Vincent Rossi, the firm's founder, is a Certified Financial Planner.
License Verified:
License: 801-64460
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail