TAKE CONTROL OF YOUR PERSONAL FINANCES.
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
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
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.
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.
Contact Us Today
Contact us today and take control of your financial future.
777 Gloucester Street, Suite 301
Brunswick, GA, 31520