“We started our firm nearly 20 years ago after my 20-year career in the capital markets and wealth management. We built our firm to be able to provide a select number of families and individuals with attentive, proactive, cost-effective access to a dedicated wealth management team offering core family office services integrated across the 12 allied disciplines of wealth management.”
Vincent Rossi has been recognized with the Wealthtender Voice of the Client Highly Rated Advisor Award, honoring financial advisors who demonstrate excellence in client satisfaction, as verified through authentic client feedback on the Wealthtender platform. This award honors financial advisors who demonstrate excellence in client satisfaction, as verified through authentic client feedback on the Wealthtender platform. See the Wealthtender Award Disclosure below.
“We started our firm more than 20 years ago after my 20-year career in the capital markets and wealth management. We built our firm to be able to provide a select number of families and individuals with attentive, proactive, cost-effective access to a dedicated fiduciary wealth management team offering core family office services integrated across the 10 allied disciplines of wealth management.”
Vincent’s career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. As President, Vincent works with all clients and is responsible for the strategic direction of the firm and delivering the firm’s services to clients. As Chief Investment Officer, his primary role is investment research, process and portfolio construction.
Prior to founding the firm in 2005, he was a Senior Vice President, Portfolio Manager and Trust Officer at Morgan Stanley and a Managing Director, Senior Investment Management Consultant and Portfolio Manager at US Bancorp Piper Jaffray.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities from the trading floor of the Chicago Board of Trade for a primary dealer trading directly with the Federal Reserve System during the historic 1980’s bear market in bonds.
Vincent has been an individual member of one of the world’s largest financial exchanges, the Chicago Mercantile Exchange, where he traded exclusively for his own account. Vincent was in the S&P 500 futures trading pit on October 19, 1987, during the record 22 percent one-day stock market decline.
Vincent has taught investment and wealth management classes for the executive education programs at Thunderbird Global School of Management, The University of Arizona Extended University, University of Phoenix and Northern Arizona University. He created, authored and taught the Become a Better CEO wealth education program and classes for individuals and families who want to learn core top-level skills to improve their long-term financial well-being. He now co-teaches the Become a Better CEO of Your Wealth classes at Intelligent Capitalworks. Check the class schedule here.
Vincent has also successfully developed long-term, income-producing commercial real estate with national credit tenants for his own account, including property acquisition, zoning, municipal relations, design, build, financing, lease-up, property management and property disposition.
Vincent is a member of the CFA Institute, National Association of Personal Financial Advisors, the Fee-Only Network, Investments and Wealth Institute, Financial Planning Association, Central Arizona Estate Planning Council and the Academy of Special Needs Planners.
Vincent Rossi serves on the Board of Directors for Help in Healing Home, a residential hospitality housing community for organ transplant and oncology treatment patients and their caregivers at The Village at Mayo Clinic in Scottsdale, Arizona. Help in Healing Home has served more than 23,500 patients and their families during the past 20 years.
Wealthtender awarded Vincent Rossi with its 2026 Voice of the Client Highly Rated Advisor Award on 05/01/26. The rating criteria are based on eligible client reviews published on Wealthtender between 7/1/25 and 04/30/26.
Unlike many popular award programs with ranking factors that favor financial institutions with the most assets and the fastest revenue growth, the Wealthtender Voice of the Client Awards provide both financial advisors who choose to remain independent and large financial services firms with the opportunity to be recognized on a metric Wealthtender feels is much more important ̶ actual client feedback reflecting the quality of the client experience.
Eligible reviews are limited to clients (as of the review submission date) that advisors must self-attest have no material conflicts of interest and received no compensation in exchange for their reviews.
Although Intelligent Capitalworks compensates Wealthtender for marketing services (including eligibility to be considered for awards), Wealthtender award criteria are objective and not influenced by compensation. Wealthtender Voice of the Client Awards are not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.
Read the full methodology here where you’ll learn more about specific award criteria and eligibility requirements.
AIF®Accredited Investment Fiduciary®
| CFP® | CERTIFIED FINANCIAL PLANNER® |
| CIMA® | Certified Investment Management Analyst® |
| AEP® | Accredited Estate Planner® |
| CAP® | Chartered Advisor in Philanthropy® |
| CLU® | Chartered Life Underwriter® |
| Investment Advisor Core Compliance Certificate |
Master of Science in Financial Services.
American College
Richard D. Irwin Graduate School
Bachelor of Science in Business Administration
Northern Arizona University
We combine intellectual capital with critical thinking and detailed analyses across the 10 allied disciplines of wealth management to create whole-system thinking and integrated strategies that address your needs.
This is complex work with a multitude of variables that can produce opposite results. It’s a workspace in multiple dimensions. We are educated, trained and experienced for this work.
We manage the support systems and processes across
100 tailored personal wealth management workflows.
We prepare informative studies that help you see if your assets and investment strategies are on track to successfully support your dreams and desires and sustain you without an earned income for as many as 30 to 40 years in retirement.
As you approach retirement, we help you see beyond this hard-earned moment in time, spot hidden risks, map a path and contribute our experience and resources to help you reach your goals.
We help you understand your current level of risk exposures and help identify personalized solutions that seek to help protect the risk-exposed areas of your financial life.
We review how your assets are titled to maximize your protection in the event of a lawsuit or other claims.
We help coordinate your business and personal insurance with your employer-provided benefits to help avoid any gaps or overlaps in coverage and help integrate your insurance policies with your estate plan.
We help you budget and manage expenses to reduce debt, increase savings, improve your long-term investment compounding rate, and fund your important life goals.
We offer a responsive and operational framework to help you meet less predictable, hard-to-monitor short-term expenses while meeting ongoing financial commitments and tracking to your short-term, intermediate and long-term objectives.
Cash management is a key component of liquidity management. It includes the efficient management of your cash flow, investments and cash reserves in order to achieve your overall financial objectives.
As inflation remains high with high interest rates, we help you deploy your cash flow and cash positions to earn higher interest rates.
Liquidity and cash management also involve managing the risk of short-term financing and making sure cash is available when needed.
Tax-planning and strategy may offer opportunities to minimize and optimize your tax expenses. The time for tax planning and strategy development occurs at the beginning, not at the completion of an investment or tax year.
We provide guidance focused to your unique situation and help you exercise care to engage in tax planning that is flexible enough to help you respond to changing market conditions, tax law changes and unexpected outcomes.
What makes plans work is saving and capital growth. The playing field is arrayed with no shortage of obstacles that conspire to impair both saving and capital growth.
Whatever or whoever the conspirators are, capital growth is paramount. Forces outside and within your control must be well-managed.
We tailor and manage your investment operations to help reduce unforced errors and mistakes and compound your long-term, after-tax returns.
In each role, we contribute differently as you look to us with different needs at different times. Most often, we contribute simultaneously across all capacities in differing degrees.
As leaders, we provide motivation and direction. As counselors, we help remove barriers. As advisors, we provide technical advice. And as managers, we carry out process.
Taken together, we are always working to position you in places of greater potentials.
We help you recognize that planning for the retention and transfer of your wealth is far more than numbers on a balance sheet and minimizing estate transfer taxes.
Your wealth also comprises your family and its health, education, life’s experiences, knowledge, relationships, mental and physical fitness, values and spirituality.
We help you express the conscience and wishes for what you have and leave behind and the constitution of privileges and responsibilities to guide all concerned.
We help you explore the motivations and develop and articulate the benefits, framework, discipline and communication of contributions you wish to make to communities that extend beyond your family.
We help you discover, establish and affirm the values, beliefs, attitudes, preferences and priorities for your contributions to your chosen communities. Then we help you with the ongoing management and administration of your philanthropic assets and endeavors.
