Jennifer Rossi
Chief of Staff, Client Relationship Manager, Senior Leadership Team & Shareholder
Intelligent Capitalworks
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US | $2,000,000 Investment Minimum
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
We carefully underwrite each client family with our own capital and invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and family wealth, and helping them achieve the goals they set in their wealth management plan.
We provide core competencies for professional wealth management services across the 12 allied disciplines of wealth management, including retirement planning, investment management and wealth management services.
Our advisors are never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice.
Contact us here to learn more and schedule a call to get to know each other
Located in Scottsdale, AZ, serving clients locally and across the country
Get to Know Jennifer Rossi
Jennifer Rossi is the Chief of Staff and Client Relationship Manager for Intelligent Capitalworks. She is a member of the Senior Leadership Team and a member of the firm’s Operating, Investment Management and Risk Committees.
Prior to joining the firm, Jennifer worked at the tax practice of Allen Nahrwold, CPA and the tax practice of Bernard & Stallman, CPAs as a tax preparer. Jennifer serves on the wealth management team for all client engagements.
Professional Accreditation
- Chartered Financial Consultant®
- Investment Advisor Core Compliance Certificate
Education
- Chartered Financial Consultant | American College
- Bachelor of Science in Business Administration | University of Phoenix
I Can Help You With:
- Wealth Planning Advice
- Investment Management
- Tax Planning and Strategy
- Retirement Planning
- Exit Planning For Business Owners
- Risk and Insurance Planning
- Budget and Expense Management
- Cash and Liquidity Management
- Trust and Estate Planning
- Trust Advisory Services
- Philanthropic and Legacy Planning
Ideal Clients:
- High Net Worth Families and Individuals
- Business Owners and Executives
- Physicians and Health Care Executives
- Individuals with Executive Compensation
- Retirees and Near-Retirees
- Multi-Generational Families
- Family Foundations
FAQ with Jennifer Rossi
- What is your most important ranking and what distinguishes you and your firm?
Our most important ranking is not about the firm and how big it is.
It’s about long-term client success.
One client at a time.
Our most important ranking is that our average client tenure exceeds 16 years and that we have served more than one-third of our client families for more than 25 years.*
Our wealth management team provides the intellectual capital, wealth management experience and leadership to help people with ambition achieve the success they seek for themselves, their families and issues important to them over the long haul.
* Some client tenures precede the formation of Intelligent Capitalworks in 2005.
- What is your most important ranking and what distinguishes you and your firm?
Our most important ranking is not about the firm and how big it is.
It’s about long-term client success.
One client at a time.
Our most important ranking is that our average client tenure exceeds 16 years and that we have served more than one-third of our client families for more than 25 years.*
Our wealth management team provides the intellectual capital, wealth management experience and leadership to help people with ambition achieve the success they seek for themselves, their families and issues important to them over the long haul.
* Some client tenures precede the formation of Intelligent Capitalworks in 2005.
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Jennifer Rossi's Designations and Affiliations
Media Mentions and Industry Involvement
Office Locations
16427 N Scottsdale Rd, Suite 350 - Scottsdale, AZ 85254
