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Helping You Organize Your Finances so you Can
Focus on what matters

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What We Strive For
Aligning Wealth With Your Vision

At Phillips Wealth Management, our focus is on helping clients accumulate wealth while respecting their individual risk tolerance. I believe in crafting strategies that align with your unique financial goals. Our greatest value lies in guiding you toward a future where your financial aspirations are within reach.

Our Services
Invest in your next chapter

I am dedicated to helping clients confidently manage retirement planning, risk tolerance, and legacy building through a comprehensive suite of services.

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Wealth<br/>Management

Wealth
Management

Accumulating wealth is one thing. Having it last and making efficient distribution decisions is key

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Asset &#38; Portfolio<br/>Management

Asset & Portfolio
Management

On going Portfolio Analysis, Detailed individual holding analysis (Mutual Funds, Stock, Bonds)

Have a tax question? looking for a place to start? 

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Financial&#160;<br/>Planning

Financial 
Planning

  • Comprehensive Financial planning
  • Retirement Planning
  • College Planning
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Wealth&#160;<br/>Accumulation

Wealth 
Accumulation

Wealth accumulation involves more than simply saving money. It's important to consider how your funds will be taxed both now and when you withdraw them. Do you have a strategy in place for this?

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Risk<br/>Management

Risk
Management

Risk management is more than for a portfolio. Interested in Life Insurance, Long-Term Care, or Disability insurance? let me know. Looking for home owner or car insurance? Click here to learn more.

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Estate<br/>Planning

Estate
Planning

As a Certified Estate Specialist (CES™) I'm well versed in advanced Estate Planning techniques. However, since I'm not a lawyer I don't create legal documents. Instead I use this knowledge to help you implement the Estate Plan you and your attorney agreed on.

Don't have an attorney? Looking for a place to start?

Click here to learn more.

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Test your Knowledge
How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

About Us
Maintaining A Unique
Approach To Wealth Management

Phillips Wealth Management is committed to a personalized approach to financial planning. I start by understanding the purpose of each asset in your portfolio and explore opportunities to diversify or adjust positions as needed. My strategies are tailored to your needs, using a variety of tools to balance growth potential and risk mitigation. This approach sets me apart, enabling me to create solutions that resonate with your financial vision.

Beginning Our Process

My approach is designed to be as nurturing and empowering as possible. By following the CFP® seven-step process, I am committed to walking this journey with you, every step of the way, helping you create the life you are meant to lead.


Understand:

I start by getting to know you – your values, your dreams, and your current financial situation.


Identify:

Next, I help you identify and prioritize your financial goals. 


Analyze:

I then analyze your current financial strategies to determine if they are aligned with your goals.

Get to know Dexter

Our Resources
Resources 
for Success

It’s time you changed the conversation about money from product-focused to process-driven. I’ll shatter your pre-conceived notions about money and what to expect from your financial professional.


Retirement Guides

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

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Upcoming Events

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

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Video Library

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

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Articles

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

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Let's Get Started

Schedule an appointment with our me to start building a roadmap towards financial security and prosperity for you and your loved ones.

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