Intelligent Capitalworks

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65 credentialed advisor at Intelligent Capitalworks with nine years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member of the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning for high-net-worth and ultra-high-net-worth individuals and families, offering tailored portfolios with a focus on dividend growth, capital conservation, and tax control. The firm combines in-house and third-party research to support a long-term investment approach.

Michael Rossi is a CFP®, CFA®, ChFC®, and holds a Series 65 license, currently serving as a financial advisor at Intelligent Capitalworks with four years of industry experience. Prior to joining Intelligent Capitalworks in 2021, he held various roles including positions at BP and Brigham Young University. Rossi serves as a board member for Ronald McDonald House Charities of Central and Northern Arizona. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, offering services such as retirement income planning, tax and estate planning support, trust administration guidance, and philanthropic planning. The firm emphasizes tailored portfolios with a long-term investment orientation, combining in-house and third-party research to manage approximately $355.7 million in assets on a discretionary basis.

Jennifer Rossi is a ChFC® credentialed advisor with Intelligent Capitalworks in Scottsdale, AZ, and has 1 year of industry experience. She has been with ICW Investment Advisors LLC since 2005. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, along with retirement plan services. The firm constructs tailored portfolios emphasizing dividend growth, capital conservation, and tax control, managing client accounts on a discretionary basis.

Vincent Rossi is a CFP® professional with 36 years of industry experience, currently serving at Intelligent Capitalworks since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Rossi is a board member of the Help in Healing Home Foundation, where he participates in board meetings and supports the foundation's activities. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, including retirement plans. The firm constructs tailored portfolios focused on dividend growth, capital conservation, and tax control, combining in-house and third-party research with a long-term investment approach.

Monique Pressley is a financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Intelligent Capitalworks in 2016, she worked at Purshe Kaplan Sterling Investments and Stableford Capital, LLC. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning services primarily to high-net-worth and ultra-high-net-worth individuals and families. The firm emphasizes tailored portfolios with a focus on dividend growth, capital conservation, and tax control, managing client assets on a discretionary basis.