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