Charles Rossi, CFP^®

CFA, MTax

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

Mr. Rossi, CFA, CPWA®, CIMA®, CFP®, ChFC®, AEP®, CTFA, AEP®, AIF® holds a post-graduate Master of Tax and Data Analytics and a Master of Investment Management and Financial Analysis and is independently board certified in nine allied disciplines of wealth management. He has been with Intelligent Capitalworks since 2014 and is a Managing Director and Chief Client Wealth Officer. Charles “Charlie” provides wealth management and planning advice to all the firm’s clients. He develops each client’s wealth risk matrix, Strategic Wealth Outlook and Trajectory™ and strategic wealth plan and related risk management, retirement, investment management, and estate and philanthropic plans. Charlie co-manages the firm’s equity investment research, all client investment portfolios, and client progress and portfolio performance analytics. Charlie also developed and manages the firm’s proprietary client cash flow bridge analytics. Charlie serves on the wealth management team for all client engagements and is a member of the firm’s Operating, Investment Management and Risk Committees. Charles has completed advanced trust schools held at Pepperdine University, University of Notre Dame and Boston University School of Law and studied applied mathematics in finance at the University of Leeds, business valuation and security analysis at the London School of Economics and equity investment management at The London Business School. Charles is a member of the CFA Institute, National Association of Personal Financial Advisors, the Financial Planning Association, the Central Arizona Estate Planning Council and is FINRA Series 65 licensed. Charles 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.

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^®)