Broker Check

Our Services

How We Work

At Phillips Wealth Management, we use a proprietary Tactical Asset Allocation process to manage our client’s assets. Our investment process is called Dynamic Asset Allocation. By using this process, we seek to mitigate the risk that our clients experience in the very changing markets.

We also believe in a Comprehensive Wealth Management process. We put in place with each of our clients the tools necessary to follow their finances and make wise decisions.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  614-254-6034