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FINANCIAL ADVISORS
IN SOUTHEAST GEORGIA.

We bring Wall Street to your street.

OUR SERVICES

Comprehensive Wealth Management Solutions Tailored for You

Financial Data Charts

ASSET
MANAGEMENT

Our investment management team works diligently to maximize your returns while minimizing risks. We align your investments with your financial goals for optimal growth.

FINANCIAL PLANNING

Our financial planning services encompass everything from investment strategies to retirement planning. We focus on understanding your goals to provide a roadmap for your financial future.

Close-Up Of Currency
Financial Report

RETIREMENT PLANNING

Phillips Wealth Management stands beside you, helping you plot a course so you can reach your retirement destination.

OUR MISSION

We’re dedicated to helping you achieve your financial goals through personalized service.

At Phillips Wealth Management, we believe in building strong relationships with our clients. Our experienced team takes the time to understand your unique financial situation and aspirations, ensuring that we craft a customized plan that aligns with your objectives.

Stock Market

WHY CHOOSE US

25+ years of

Wall Street

experience

Phillips Wealth Management prioritizes your needs and aspirations. We believe in transparent communication and thorough understanding to craft financial strategies that truly reflect your goals.

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Phillips Wealth Management by the Numbers

25 +

YEARS OF EXPERIENCE

$180M+

ASSETS UNDER MANAGEMENT

350+

HAPPY CLIENTS

3

FINANCIAL EXPERTS

PHONE

912-342-7373

OFFICE

1111 Glynco Parkway, Suite 36

Brunswick, GA 31525

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Investment Adviser Representative: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

 

Branch address: 1111 GLYNCO PARKWAY SUITE 36, BRUNSWICK, GA 31525

 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com .

 

Important Information and Form CRS | Business Continuity Plan

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