Charles Rossi, CFP^®

MS, MTax, CFA,

Wealth Advisor, Portfolio Manager, Shareholder

Intelligent Capitalworks

16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254

FINANCIAL ADVISOR'S WEBSITE

https://intelligentcapitalworks.com

(866) 617-2900

+1 More Number

(480) 951-2900

CONNECT WITH Charles

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are compensated by a professional fee only and do not accept sales commissions or other forms of compensation. Our fees are exclusively for our professional investment management and wealth advisory services.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$5,000,000

My Links

Intelligent Capitalworks

NAPFA

Fee Only Network

CEFEX Certified

Brochures

Wealth Management Guiding Principles

Dividend Investing for Rising Income and Growth

Minding Investor Behavior Gaps

General

Charles Rossi is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Intelligent Capitalworks in Scottsdale, AZ and the surrounding communities.

Financial Advisor Overview

Intelligent Capitalworks is an independent, fee-only fiduciary wealth management firm providing objective and intellectually honest financial advisory services to high net worth clients throughout the United States. The firm's core competencies include wealth advisory services, risk management, wealth planning, cash flow planning, cash and liquidity management, tax planning and strategy, investment management, trust and estate planning, philanthropic and legacy planning, and wealth team development and leadership.

Financial Advisor Experience

Charles "Charlie" Rossi, CFA, CPWA®, CIMA®, CFP®, ChFC®, AEP®, CTFA, AEP®, AIF® holds a Master of Tax and Data Analytics and a Master of Investment Management and Financial Analysis and is independently board certified in nine of the 10 allied disciplines of wealth management. He has been with Intelligent Capitalworks since 2014 and is a Managing Director and Chief Client Wealth Officer.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Certified Investment Management Analyst (CIMA^®)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC^®)
Other - Certified Trust and Fiduciary Advisor (CTFA), Chartered Advisor in Philanthropy^® (CAP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes