If everyone gets the same advice does that mean
it’s good advice?


Focusing on your goals. Engaging you in the process. Advising you along the way.

Focus, commitment, responsibility, results — these principles guide Phillips & Company in the diligent pursuit to meet our clients’ wealth management objectives. We leverage our collective experience to develop individualized investment plans that will drive — and monitor — the achievement of your goals over market cycles.

Securities and Investment Products: Not insured by FDIC or any government agency. May lose value or principal. Are not a deposit of or guarantee of any bank. Past performance is not indicative of future results.