More than Wealth—

Build Your Legacy

Step beyond traditional wealth management and engage in creating a lasting legacy tailored to your life’s goals.

Phoenix Wealth provides wealth management services for high net-worth individuals, families & business owners.

Your Wealth, Your Way


Our philosophy is simple: personalized attention and the highest level of service. We intentionally limit our client roster to help ensure you receive our undivided focus and meticulous planning. Partner with Phoenix Wealth Management in Scottsdale, Arizona, your dedicated wealth advisors since 2018. With us, you’ll not only manage your wealth—you’ll master it. 

 

Ready to redefine your wealth management experience? Schedule your personalized consultation today.

Your exclusive gateway

to elite financial management starts here.

We concentrate on private wealth management to high-net-worth individuals, families, and businesses.


Whether it's protecting your assets with customized insurance plans or growing your wealth through strategic investments, every decision we make is focused on what benefits you the most. We have access to some of the industry’s most esteemed money managers and top insurance carriers, offering you a suite of services and innovative products. 

Bridging Traditional and Alternative Investments

Life Insurance Strategies

Diverse insurance options, including traditional and alternative assets.

Tax

Minimization

Effective strategies to reduce your tax burden.

Distribution Strategies

Maximizing the efficiency for your wealth distribution.

Legacy

Planning

Help ensure your wealth benefits future generations while minimizing taxes.

Wealth Management

Tailored strategies to manage and help grow your assets.


Retirement Planning

Retirement plans to provide financial stability and lifestyle continuation.

Investment

Services

Diverse investment options, including traditional and alternative assets.

Risk

Analysis

Proactive measures to mitigate financial risks.

When your wealth grows, so do the stakes.

We hold $2B+ net worth under advisement.


Our unique approach bridges the gap between traditional and alternative investments, offering you unparalleled opportunities such as private equity, REITs, donor-advised funds, and cryptocurrency. This diversified approach provides you access to a wide range of investment options, tailored to your specific needs and preferences.

Our Vision

We help people optimize their assets without sacrificing lifestyle, providing comfort and longevity of wealth.

Achieve more with your wealth:

Empowering you with confidence and clarity

“In today’s ever-evolving financial landscape, many face the ‘Netflix problem’—an overwhelming array of options that can cause confusion and uncertainty. At Phoenix Wealth Management, we cut through the noise. By tailoring our services to your specific needs, we help empower you with confidence in your financial future, providing clarity and assurance.” 

Eric Viavattene

Managing Partner/Private Client Advisor

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Resources and insight to support your retirement journey

Download our complimentary brochures and checklists to help you plan for your retirement goals.

5 Essential Strategies to Help Ensure Financial Success in Retirement


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Maximize Your Retirement: 5 Smart Money Moves For Your Old 401(k)


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Maximize Your Social Security Benefits: Separating Fact From Fiction


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