Experience the difference.
Achieve the extraordinary.
People don’t care about how much you know until they know how much you care.
Phoenix Wealth provides wealth management services for high net-worth individuals, families & business owners.
Get Started Today.
Your journey to confident wealth and legacy decisions starts here.
Selecting a private wealth management firm is an important decision based on shared values and dedication. At Phoenix Wealth Management, we prioritize communication, transparency, and acting in your best interest throughout our six-step process:
- Introduction + Discovery: Get to know each other and establish a dedicated foundation .
- Analysis + Recommendations: Develop a comprehensive understanding of your financial status.
- Presentation + Discussion: Present our findings and help ensure you understand your options.
- Implementation: Put your personalized plan into action.
- Ongoing Support + Review: Ensure your financial plan remains effective and responsive to your needs
- Accessibility + Communication: Provide continuous support and maintain open lines of communication
We believe in fostering long-term relationships built on transparency and mutual respect. Our dedicated team is here to guide you through every financial decision, providing the personalized support and expertise you deserve. Welcome to a partnership where your success is our success, and your goals are our goals.
Our Team.
Meet the team that can help you elevate your
private wealth experience with integrity and care.
Eric Viavattene
Managing Partner
Private Client Advisor
Wendy Viavattene
Managing Partner
Kevin A. Harper, MBA
Chief Investment Officer
Megen A. Reilly
Chief Operations Officer
Chief Compliance Officer
Julie Dougherty
Administrative Manager Operations
Donna Teets
Compliance Associate
Christina Beattie
Director of Operations
Barret Ayres
Chief Executive Officer
Kingsly Capital, LLC divison
Thomas Shivers
Chief Investment Officer
Kingsly Capital, LLC division
Colby Ayres
Research & Development Business Manager
Kingsly Capital, LLC divison
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
Jane Faber, New York
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
Jane Faber, New York
Jane Faber, New York
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.