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.

Phoenix Private Wealth Management specializes in delivering a world-class financial-planning experience to high net-worth families, elite executives and business owners who meet a very specific set of personal and professional criteria. We maintain an exclusive and limited client base by design so that we can focus on quality client relationships.

Phoenix Private Wealth Management is proud to have and uphold a fiduciary relationship with its clients, and is committed to the highest standards of industry ethics and business standards as evidenced by its significant investment in research, technology and education.

Phoenix Private Wealth Management develops state-of-the-art client portfolios by combining elite, third-party tactical money managers, investment tools aimed at generating income, and strategically-defensive alternative asset classes to achieve our Triple Diversification Strategy™.

Our triple diversification strategy mission statement is to:

Participate in Rising Markets.
Protect in Declining Markets.
Produce Dependable Income.