This past spring, Phoenix Wealth Advisors proudly took part in Shepherd Youth Ranch’s annual Charity Polo Tournament in Raleigh, NC, supporting equine-assisted therapy for youth and families facing trauma. By joining this event, the firm helped raise awareness and funding for Shepherd Youth Ranch’s mission to restore hope and resilience through healing relationships with horses.
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