The Phoenix Wealth Advisors Polo Tournament invites guests into an elegant blend of sport, philanthropy, and celebration. Every ticket and toast supports the transformative equine‑assisted programs of Shepherd Youth Ranch, helping young people find confidence, healing, and hope; a luxurious afternoon that changes lives.
Authenticity
Trust
Competence
Caring
Connecting
Balance
Focus
Our managing partners Mark Rhoades and George Livanos had the opportunity to meet with WUNC's Morning Edition host, Eric Hodge. The team accepted its invite to become a member of the Community Sponsor Circle (CSC) to show community support and commitment to keeping independent local journalism funded and thriving.
Authenticity
Trust
Competence
Caring
Connecting
Balance
Focus
During the 2024 holiday season, Phoenix Wealth Advisors organized an in‑office Toys for Tots drive in partnership with the Marine Corps Toys for Tots program. Team members & Clients came together to collect dozens of new, unwrapped toys for children ranging from infants to teens in the Raleigh area. Thank you so much for the support!
Authenticity
Trust
Competence
Caring
Connecting
Balance
Focus