Aligning your goals
With Phoenix Wealth Management, your aspirations are our expertise.
Phoenix Wealth provides wealth management services for high net-worth individuals, families & business owners.
We believe in providing more than just financial advice
We offer a partnership dedicated to your financial success. Our services are meticulously tailored to meet the unique needs of high-net-worth individuals, families, and businesses.
Our approach is simple: we put you first. Every interaction with us is designed to exceed your expectations, providing a level of concierge service that not only meets—but truly elevates—the standard in the industry. This means you can trust your interests always come first with us.
Investments
Strategically manage and grow your wealth
Our investment strategies are designed to maximize returns while mitigating risk. We offer access to exclusive investment opportunities, including private equity, REITs, and alternative investments, helping to ensure your portfolio is diversified and aligned with your financial goals and legacy aspirations.
Insurance
Protect and preserve your wealth
We provide complete insurance strategies to protect your assets and help ensure your financial stability. Our team works with top-tier carriers to offer you innovative strategies tailored to your unique needs.
Tax Efficiency
Keep more of your assets
Effective tax minimization planning is important to preserving your wealth. Our tax-minimization strategies are designed to help reduce your tax burden, allowing you to retain more of your hard-earned assets.
Retirement Planning
Manage assets to last a lifetime
Managing money so it remains stable for a lifetime—no matter what risks come your way—is a valid concern. Our comprehensive retirement planning services are designed to help ensure your wealth remains robust, no matter what challenges arise.
Legacy Planning
Share wealth with loved ones and beloved causes
You want to pass your wealth on to future generations and support the causes you care about. We’re here to help ensure your legacy is preserved and your wishes are honored, so we pay special attention to the tax ramifications of all decisions so that your beneficiaries and wealth are not over-burdened with taxes when assets are passed on.
Alternative Investments
Diversify with unique opportunities
Bridging the gap between traditional and alternative investing, we offer opportunities such as private equity, REITs, Donor Advised Funds, and cryptocurrency. This diversified approach provides you access to a wide range of investment options to suit your needs and preferences.
Risk Analysis and Management
Mitigate and manage risks effectively
Our comprehensive risk analysis and management services are designed to identify potential threats to your wealth and implement strategies to mitigate these risks. We protect your assets and help ensure your financial stability.
Distribution Strategies
Maximize the efficiency of your wealth distribution
We provide strategic distribution planning to help ensure your wealth is distributed efficiently and in accordance with your wishes. Our strategies are designed to optimize the distribution process and minimize tax implications.
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.