LEAVING YOUR LASTING LEGACY
Want to do more with your wealth? You might want to consider creating a charitable foundation.
5 Smart Investing Strategies
Five Smart Investing Strategies attempts to simplify the process.
Where Do You Want Your Future Financial Roadmap to Take You?
Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Phillips Wealth Management, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.
8 Timeless Principles of Investing
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
Designed for You
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
Take control and learn about where your money can go today
Take that first step to personal investing with our library of resources
