Is Phoenix Wealth Advisors a fit for you?

We primarily work with Clients who:

1. Want to properly invest for or during retirement with goal to ensure they are on track for meeting spending goals.

4. Are members of families needing multigenerational tax, estate and legacy planning.

2. Want to save and withdraw money in a manner
that is tax efficient.

5. Are generally optimistic and have realistic expectations.

3. Have $500,000 or more in investable assets
(excluding real estate).

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