Your TRUST. Our EXPERTISE.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of SUCCESS.
Why Work With Us
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
Comprehensive Retirement Planning: – We help you secure your golden years with tailored strategies that maximize savings and ensure long-term comfort.
Smart Investment Management: – Our experts guide you through diversified investment options to grow wealth while minimizing risks.
Effective Budgeting & Debt Reduction: – We create practical plans to manage expenses, cut down debt, and improve your financial stability.
Proven Tax Strategies: – With our tax expertise, you’ll minimize liabilities and maximize benefits to keep more of what you earn.
Personalized Financial Guidance: – From planning to execution, we focus on your goals so you can move forward with confidence.
What our clients say about us
Client First Priority
Led by David Baker, CFP®, ChFC®, CLU®, RICP®, AIF® and Ken Handy, we advise successful individuals, business enterprises, medical practices, and non-profit organizations. We provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, tax planning, retirement income planning, education funding, and inter-generational wealth transfer.
"Phoenix Private Wealth made filing my taxes a breeze. Their attention to detail and personalized service exceeded my expectations."
"I highly recommend Phoenix Private Wealth for their professionalism and expertise. They helped me navigate complex tax issues with ease."
"Phoenix Private Wealth provided me with valuable tax advice that saved me money. Their team is knowledgeable and dedicated to client satisfaction."
Testimonials
John Doe
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Jane Doe
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Choosing the right financial professional for your wealth management needs
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
Get in Touch With Us
Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600, member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer - M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Click here for other important information & disclosures.