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Thoughtful, Proactive Financial Planning

Phoenix Wealth Strategies is an independent, fee-based financial planning and wealth management firm. Our mission is to provide financial confidence for individuals, families and business owners through thoughtful, proactive planning. We specialize in developing comprehensive, goal oriented financial plans that are as individualistic as our clients.

Utilizing Values-Based Financial Planning, we help our clients articulate their own personal values toward money, determine what is most important to them, and establish goals based on those values.

Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. 

Meet Our Tenured and Credentialed Team of Advisors


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