Phoenix Wealth provides wealth management services for high net-worth individuals, families & business owners.
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.
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.
Diverse insurance options, including traditional and alternative assets.
Effective strategies to reduce your tax burden.
Maximizing the efficiency for your wealth distribution.
Help ensure your wealth benefits future generations while minimizing taxes.
Tailored strategies to manage and help grow your assets.
Retirement plans to provide financial stability and lifestyle continuation.
Diverse investment options, including traditional and alternative assets.
Proactive measures to mitigate financial risks.
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.
“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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Download our complimentary brochures and checklists to help you plan for your retirement goals.
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Disclosure:
Investment advisory products and services offered through Almanack Investment Partners, LLC, a SEC registered investment advisor. Phoenix Wealth Management, PLLC and Almanack Investment Partners, LLC are not affiliated
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.