Dear Friends and Clients,

As 2023 comes to a close, we wanted to take this opportunity to thank all who were able to donate to our 3rd annual Toys for Tots drive this festive season.

With your help, we were blessed to donate two overflowing boxes of toys, to help spread cheer to underprivileged children in our local community.

We give thanks for your continued trust, and hope you and your families enjoy a safe and wondrous holiday.

Your Phoenix Wealth Advisors Team - Mark, George, Peter, Mike, Michele, Mac, Kelly, Allie, Emma, and Julie

Authenticity


Trust


Competence


Caring


Connecting


Balance


Focus

December 5th, 2023

100 Europa Drive, Suite 390, Chapel Hill NC 27517.

This holiday season we will again be collecting gifts for underprivileged children within our local community. These donations will be distributed by the US Marine Corps Toys for Tots Foundation, whose mission is “to provide a tangible sign of hope to economically disadvantaged children at Christmas.”

If you’d like to participate, please drop off an unwrapped toy at our office BY DECEMBER 5TH.

Alternatively, you may wish to consider ordering online (via Amazon, for example) for delivery to our office at: 100 Europa Drive, Suite 390, Chapel Hill NC 27517.

Whether you wish to spend $5 or $100; buy 1 gift or 5 – is completely up to you. All will be much appreciated.

If you’d like to know more about Toys for Tots, please visit https://www.toysfortots.org/about_toys_for_tots/, or reach out to our office if you have any questions.

We hope you will join us in spreading joy this holiday season!