Phoenix Private Wealth Management has a passion for helping clients integrating money and meaning by linking their personal goals with appropriate financial planning strategies. We do this by using a total wealth management approach, which includes the following private client services:

  • Tax Reduction Strategies – coordinating with your tax advisor to help reduce your tax liability and let more of your money work for you.
  • Investing Planning – designing a custom tactical program that meets your specific needs.
  • Annual Portfolio Analysis – reviewing your current holdings and make any necessary adjustments due to changes in the economy, the markets, or your life.
  • Risk Management – evaluating life, disability, business, and long-term care insurance needs with custom designed solutions.
  • Distribution Planning – utilizing cutting-edge planning software to create mathematical model designed to ensure you never outlive your income
  • Estate Planning – communicating with your attorneys and beneficiaries to design a tax-efficient wealth transfer strategy.


The Ten Private Client Deliverables

  1. Annual Update of Your Financial Road-Map (What’s Most Important?)
  2. Greatest Probability Strategy (Your Money GPS Software)
  3. Portfolio Progress Report (Investment Performance Benchmarked and Measured)
  4. Wealth Management “Picture” (Comprehensive Overview)
  5. Income Tax Synthesis (Coordinate with CPA)
  6. Estate Planning Synch (Coordinate with Attorney)
  7. Risk Management Evaluation (Coordinate with Insurance Carriers)
  8. Cash and Debt Management (Coordinate with Banker)
  9. Written Plan for Every Goal (Sub-Road Maps)
  10. Unmatched Client Experience (Ritz-Carlton Service and Energy)