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Financial Planner Professionals

Our servicescape is differentChandler | Phoenix | Scottsdale

It is a privilege that very few people, if any, will get in their lives to be entrusted with guiding you financially and helping you look after your financial well-being.

Vincent Rossi, CFP® President, Chief Investment Officer

Firm Culture Counts

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.

CEFEX Excellence

Who are the people in your life working on all of this for you?

Home Firm Profile

Firm Profile

We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth advisory 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.

Learn more

Home Analysis

Analysis

  • Lifestyle Asset and Net Worth Analysis
  • Leverage and Debt Review
  • Risk Exposures and Insurance Review
  • Cash Flow Analysis
  • Retirement Income Shortfall Analysis
  • Client Risk DNA Analysis
  • Long-Term Care Cost Coverage Analysis
  • Social Security/Medicare Gap Analysis

Learn more

Home Investment

Investment

  • Written Investment Guidelines
  • Financial Service Value/Cost Analysis
  • Diversification Intelligence Analysis
  • Proprietary Investment Research
  • Covered Dividend Analysis
  • Individual Security Portfolios
  • Individual Securities Held In Safekeeping
  • Tax-Sensitive Portfolio Management
  • Performance Reporting Analysis
  • Investment Behavior Coaching

Learn more

Home Planning

Planning

  • Family Financial Discussions
  • Personal Wealth Education
  • Investment Consulting
  • Goal and Objective Setting
  • Retirement Planning
  • Incapacity Planning
  • Trust, Estate and Legacy Planning
  • Charitable Planning and Giving

Learn more

Home Strategy

Strategy

  • Retirement Asset/Liability Study
  • Investment Risk Capacity Analysis
  • Critical Path Analysis
  • Asset Allocation Analysis
  • Asset Location Analysis
  • Portfolio Risk Analysis
  • Economic Scenario Analysis
  • Income Stability and Distribution Analysis
  • Tax-Advantaged Charitable Gift Analysis

Learn more

Home Management

Management

  • Process and Workflow Management
  • Tax Accountant Coordination/Collaboration
  • Estate Planning Coordination/Collaboration
  • Trust Advisory Services
  • Advisory Team Leadership
  • Periodic Review Calls and Meetings

Learn more

Home Firm Profile

Firm Profile

We help individual investors solve their retirement planning, investment and wealth management problems. We provide professional retirement planning, investment management and wealth advisory 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.

Learn more

Home Planning

Planning

  • Family Financial Discussions
  • Personal Wealth Education
  • Investment Consulting
  • Goal and Objective Setting
  • Retirement Planning
  • Incapacity Planning
  • Trust, Estate and Legacy Planning
  • Charitable Planning and Giving

Learn more

Home Analysis

Analysis

  • Lifestyle Asset and Net Worth Analysis
  • Leverage and Debt Review
  • Risk Exposures and Insurance Review
  • Cash Flow Analysis
  • Retirement Income Shortfall Analysis
  • Client Risk DNA Analysis
  • Long-Term Care Cost Coverage Analysis
  • Social Security/Medicare Gap Analysis

Learn more

Home Strategy

Strategy

  • Retirement Asset/Liability Study
  • Investment Risk Capacity Analysis
  • Critical Path Analysis
  • Asset Allocation Analysis
  • Asset Location Analysis
  • Portfolio Risk Analysis
  • Economic Scenario Analysis
  • Income Stability and Distribution Analysis
  • Tax-Advantaged Charitable Gift Analysis

Learn more

Home Investment

Investment

  • Written Investment Guidelines
  • Financial Service Value/Cost Analysis
  • Diversification Intelligence Analysis
  • Proprietary Investment Research
  • Covered Dividend Analysis
  • Individual Security Portfolios
  • Individual Securities Held In Safekeeping
  • Tax-Sensitive Portfolio Management
  • Performance Reporting Analysis
  • Investment Behavior Coaching

Learn more

Home Management

Management

  • Process and Workflow Management
  • Tax Accountant Coordination/Collaboration
  • Estate Planning Coordination/Collaboration
  • Trust Advisory Services
  • Advisory Team Leadership
  • Periodic Review Calls and Meetings

Learn more

FINANCIAL GUIDES FOR THE JOURNEY

Hire a trusted team of experienced board-certified financial professionals
with breadth and depth-of-field, so you can focus on your life, not these jobs.

Speak with an advisor (866) 617-2900

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Schedule an introductory video meeting

All you need to do is complete the form below.

  • This field is for validation purposes and should be left unchanged.

We will not share your name and will not send you marketing
material or communications.

Please see our Privacy Policy to understand how
Intelligent Capitalworks handles your personal information.

Your team will take the lead and free you to focus on the big-picture of your life.