Is Phoenix Wealth Advisors a fit for you?
We primarily work with Clients who:
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1. Want to properly invest for or during retirement with goal to ensure they are on track for meeting spending goals.
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2. Want to save and withdraw money in a manner
that is tax efficient. -
3. Have $500,000 or more in investable assets
(excluding real estate). -
4. Are members of families needing multigenerational
tax, estate and legacy planning. -
5. Are generally optimistic and have realistic expectations.
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6. Value our time and appreciate the services
and expertise we offer.
*Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Authenticity
Trust
Competence
Caring
Connecting
Balance
Focus
