TAKE CONTROL OF YOUR PERSONAL FINANCES.
ABOUT
At Phillips Private Wealth Management you will work in person with with a qualified Financial consultant, with over 20 years of investment banking, credit analysis, investment planning, and wealth management experience. We see ourselves as representatives of our clients' wealth, and focus on creating a professional and successful relationship with each of our clients. We will work to get to know you and your goals by setting up multiple meetings, where we will ask in depth and thought provoking questions in regards to your financial goals. These meetings and questions are an integral part of our financial planning process' success as it allows for both the professionals at Phillips Private Wealth Management and yourself to have a clear understanding of the goals our partnership will be working towards.
HOW WE ARE DIFFERENT
Personalized
Financial Strategies
Phillips Private Wealth Management's personalized financial plans takes various aspects of your life, financial situation, estate, insurance, and much more into account to create a custom strategy.
Over 20 Years
of Experience
Allen Phillips has dedicated over 20 years to working with individuals and families alike to pursue their financial goals by providing financial planning and advice.
Financial
Strategy Education
We believe that it is important for our clients to understand every element of their financial strategy, so they can understand that their wealth is being managed both strategically and professionally.
OUR PROCESS
01
dISCOVERY MEETING
This meeting focuses on learning about your core values, financial goals, and desires. During our time together during your discovery meeting we will ask a multitude of questions, which will allow us to understand your current situation and the necessary steps to pursue your future goals.
02
InVESTMENT PLAN MEETING
The Phillips Private Wealth Management team will present your customized investment plan and policy statement during this meeting, which will have been custom tailored for your financial goals. This detail oriented breakdown of your current standings will include our professional opinions and recommendations for an effective strategy to use and manage your outlined goals.
03
MUTUAL COMMITMENT MEETING
It is perfectly normal for you to have questions after reviewing your investment plan, and we are more than happy to answer each of them in an easy to understand format. We believe that it is important for our client's to be informed and educated throughout every step of the process, so you they can feel comfortable, and together we can continue to peruse their goals.
04
45 DAY FOLLOW-UP MEETING
Phillips Private Wealth Management allows 45 days for your accounts to be set up, finalized, and transferred, afterwards we meet to discuss the details of your new account statements, authorizations, confirmations, procedures, and paperwork. During this meeting you will also have the chance to see your newly founded financial strategy in place.
05
REGULAR PROCESS MEETINGS
After you have received your investment plan you will receive your advanced investment plan, an agenda that directly reflects the progress that has been made towards your financial goals. This plan will allow us to prioritize and perform routine check ups on your investments.
CONTACT
Contact Us Today
Contact us today and take control of your financial future.
Office
777 Gloucester Street, Suite 301
Brunswick, GA, 31520
Phone: 912-342-7373