Shouldn’t everyone get unique advice?
Your well-being is our focus.
Improving the lives and financial security of those we serve. This principle guides us. Through collaboration and idea exchange, we help our clients quantify their goals and objectives, and deliver innovative, thoughtful advice.
Our Process/What We Do
Focus. Commitment. Stewardship.
Through collaboration and idea exchange, and a thorough understanding of your goals, we develop a targeted rate of return to help you reach those goals. We subscribe to a “no surprises” investment philosophy and believe that regular education and collaboration are paramount. Phillips & Company is an employee-owned wealth management firm that works solely on behalf of our clients.
We are your advocates.
- Holistic Wealth Management
a. We are stewards for our clients’ futures and well-being. We engage in collaborative relationships to develop tailored strategies for each client’s specific needs.
- Retirement Planning
- Trust & Estate Services/Planning
- Educational Funding Solutions
- Equity Strategies
a. Dynamic allocation; best of breed manager selection
- Collateralized Lending
- Mortgage Lending
a. Through the Bank of New York, we offer fee-free lending on mortgages of $500K+
- Stock Option Exercising
- Cash Management Solutions