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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.
- Private Wealth Advisor
- Retirement Planning
- Certified Financial Planner (CFP)
- Wealth Management
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Charitable Planning