Phoenix Wealth Advisors
Financial Service
Why pick this one
Phoenix Wealth Advisors provides investment, retirement, tax, and estate planning with active portfolio management tailored to risk tolerance, time horizon, and goals.
Best for
- retirement planning tied to a desired retirement lifestyle
- active investment management based on risk tolerance and time horizon
- families planning estate and generational wealth transfers
- clients seeking coordinated investment, tax, retirement, and estate planning
Specialties
- investment management
- financial planning
- tax planning
- retirement planning
- estate planning
- active portfolio management
- generational wealth planning
What makes them different
- Customized financial plans are designed around retirement goals and lifestyle objectives.
- Portfolio management integrates risk tolerance, time horizon, and client goals.
- The stated process uses three steps: listen, plan, and manage.
- The website displays a 2026 Forbes Best-In-State Wealth Management Teams recognition disclosure.
Distilled from this business's own website.
Contact & Location
- Address
- 100 Europa Dr Ste 390, Chapel Hill, NC 27517-2395
- Phone
- 9199294448
- Website
- https://www.pfinx.com
- user@domain.com
Services
- investment management
- financial planning
- tax planning
- retirement planning
- estate planning