Who We Are

Phoenix Private Wealth Management is an independent, comprehensive financial planning firm founded in February of 2005.  Currently servicing approximately 60 private clients and over $30,000,000 of assets under management, our leadership team has over 20 years of industry experience. Read more…

Brett A. Hartvigson is the Founder and Chief Executive Officer of Phoenix Private Wealth ManagementMr. Hartvigson has over 20 years of industry experience and is a second-generation wealth counselor and investment consultant and has spent 100% of those two decades collaborating with and being trained to collaborate with high-net worth clients to determine appropriate investment policy, tactical asset allocation strategy, and practical application of financial planning principals. Read more…


Strategic Partnerships