Intelligent Capitalworks
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$361,400,000
Clients
96
Advisors
4
of 6 employees
About
Intelligent Capitalworks provides discretionary investment and wealth management primarily for high‑net‑worth and very‑high‑net‑worth individuals, families, trusts and qualified retirement plans, typically working with households that meet its general $5 million investable‑assets guideline. The firm offers integrated financial planning, retirement income planning, tax and estate planning support, trust administration and portfolio management, and it also delivers fee‑based Wealth Education Services that are offered separately to clients and non‑clients.
The firm’s investment process emphasizes tailored portfolios rather than model solutions, preparing written investment guidelines for each client and generally pursuing long‑term, dividend‑oriented equity ownership and multi‑sector income strategies for capital preservation and growth. Research combines firm fundamental analysis with third‑party research and specialized analytical tools, and portfolios are constructed with individual stocks and fixed‑income securities to support tax control, lower turnover and customized risk management.
Compared with many peers, Intelligent Capitalworks highlights two less common features: a formal disclosure about advisor promotional rankings and third‑party ratings—stating that it does not prepare or pay to be included and cautioning that such rankings are not client endorsements—and a separately billed Wealth Education program launched in 2025 that is available to non‑clients. The firm also operates on a fee‑only, independent basis with no proprietary products, does not use soft‑dollar arrangements, and manages client assets on a discretionary basis without model portfolios.
Client services
Expertise
Occupation focus
Fee options
Account termination fee of $200 per Account, may be waived at discretion
Hourly fees from $200 to $1,000 per hour for additional work outside the scope of the agreement
Account minimum: $5 million Minimum fee: $200 Account termination fee Fee-only: Annual combined Professional Services Fee generally varies between 1.00% and 1.75%, negotiated based on various factors
Main office
16427 North Scottsdale Road, Suite 350
Scottsdale AZ 85254-1595
Advisors at this office
4
Most active in
Arizona · California · Delaware · Florida · Louisiana · Texas
Also doing business as
Icw Investment Advisors, LLC · Inspired Capitalworks · Intelligent Capitalworks
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Charles R
CFP®, CFA®, ChFC®, Series 65
Scottsdale, AZ
Intelligent Capitalworks
Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65-registered financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 10 years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member for the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment and wealth management services primarily to high-net-worth individuals, families, trusts, and qualified retirement plans. The firm emphasizes tailored portfolios, long-term dividend-focused equity ownership, and multi-sector income strategies, operating on a fee-only, independent basis without proprietary products.
Jennifer R
ChFC®
Scottsdale, AZ
Intelligent Capitalworks
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 R
CFP®, Series 63, Series 65
Scottsdale, AZ
Intelligent Capitalworks
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 P
ChFC®, Series 63, Series 66
Scottsdale, AZ
Intelligent Capitalworks
Monique Pressley is a ChFC®-designated financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 23 years of industry experience. She has been with Intelligent Capitalworks since 2016. Intelligent Capitalworks provides discretionary investment and wealth management services primarily for high-net-worth and very-high-net-worth individuals, families, trusts, and qualified retirement plans, typically serving households with at least $5 million in investable assets. The firm focuses on tailored portfolios with long-term, dividend-oriented equity ownership and multi-sector income strategies, combining in-house fundamental research with third-party analysis.
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