Executives
Develop effective CEO skills to help you better manage and harvest the benefits of your wealth. We can help. It's just part of what we do.
Loading planner profile...
Vincent Rossi
President, Chief Investment Officer
CFP®, CIMA®, AEP®, CAP®, CLU®, AIF®
Intelligent Capitalworks
My Approach
We develop and provide you with client-focused, bias-checked, goals-based, risk-balanced, scenario-analyzed, roadmap-ready, workflow-driven, process-guided and progress-measured advice. We are the primary spur gear to your plan progress.
The Clients I Serve
Pre-Retiree
Wealth management is a workspace in multiple dimensions that requires developing a vantage point. We can help. It's just part of what we do.
Also: Retirees or Seniors
Major Milestones I Specialize In
End of Life and Legacy Planning
Create and manage a plan to protect what you’ve worked hard to create for you and your posterity. We can help. It's just part of what we do.
Retirement Planning
Plans describe your achievements in advance. Create a plan for the future you see for yourself. We can help. It's just part of what we do.
Also: Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We begin with you because it’s all about you. We begin by developing a Durable Wealth Portrait and Biography of you. We develop and address your risk matrix. We help you develop your goals and objectives and create and curate a plan and roadmap to help you achieve them. We develop, optimize and implement wealth management strategies appropriate for your plan. We manage your investments with tax awareness. We help manage your plan implementation and resulting day-to-day workflows. We work to help position you in places of greater potential.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.