It is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect. That care and respect begins with important disclosures for us as Scottsdale financial advisors.
The Institute for the Fiduciary Standard is a champion for investors. Intelligent Capitalworks is one of only two financial advisory firm members of the Institute in Arizona. The Institute’s programs and papers teach investors and advisors about what the fiduciary standard means. All investors want an advisor they can trust. Helping investors find a real fiduciary advisor is the Institute’s mission.
Learn Why Investors Need a Real Fiduciary™ Advisor
Vincent Rossi, CFP® President, Chief Investment Officer
Vincent Rossi, CFP®
President
Chief Investment Officer
Vincent Rossi, CFP® President, Chief Investment Officer
Vincent Rossi, CFP®
President
Chief Investment Officer
We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth management services.
We serve our clients as a fiduciary for a professional fee only. This means that we do not receive commissions or other forms of compensation for selling insurance, annuities or other investment products to you, or trading your accounts.
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