At Phillips Private Wealth Management you will work in person with with a qualified Financial consultant, with over 20 years of investment banking, credit analysis, investment planning, and wealth management experience. We see ourselves as representatives of our clients' wealth, and focus on creating a professional and successful relationship with each of our clients.
We will work to get to know you and your goals by setting up multiple meetings, where we will ask in depth and thought provoking questions in regards to your financial goals. These meetings and questions are an integral part of our financial planning process' success as it allows for both the professionals at Phillips Private Wealth Management and yourself to have a clear understanding of the goals our partnership will be working towards.
We will work to get to know you and your goals by setting up multiple meetings, where we will ask in depth and thought provoking questions in regards to your financial goals. These meetings and questions are an integral part of our financial planning process' success as it allows for both the professionals at Phillips Private Wealth Management and yourself to have a clear understanding of the goals our partnership will be working towards.
Services
Allen is currently the President and Chief investment officer of Phillips Private Wealth Management, founded in 2018. Allen's experience is in asset management, developing personalized investment portfolios within the context of an overall financial plan, and credit management in conjunction with retirement.
LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and investment advice. LPL's support and belief in the entrepreneurial spirit created a natural and successful partnership for Phillips Private Wealth Management, which furthers our ability to help our clients strive towards their financial goals.
Reviews (1)
Melissa Ferrell
Oct 25, 2018
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Allen has been handling my account for over 4 years now, and he has always been easy to contact and available when I needed to talk to him. Allen takes great care of my account and If I am unable to get to his office, he will come to mine. Logan, his assistant is fantastic as well. We are very happy with Phillips Wealth Management.
