Phase 2 Advisors
Your Choice for Financial Services
Private Wealth Management and Retirement Planning
Institutional Quality Investment Management Services
May you live as Long - and as Well, as You Wish
We are a Fiduciary
Learn the Difference between Fiduciary and "Best Interest"
We help successful individuals and their families create and live a life that is of significance to them. As Wealth Managers, we work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.
We use a comprehensive process to help our clients address each of their five key concerns, by helping them:
Who you choose to work with makes a difference in the quality of the advice and services that they can provide. As Wealth Managers, we provide all of the levels of advice related to Investment Advisor, Financial Advisor, and Wealth Management. We can provide Family Office, and Virtual Family Office services for clients that are considered Super High Net Worth and Ultra High Net Worth.
Successful Business Owners, Real Estate Investors, Farmers and Ranchers have additional levels of complexity in the planning because they need to develop an "Exit Strategy" or "Succession Plan" to convert the embedded wealth in their business or enterprise into cash flow and wealth to their family.
We begin our relationship with clients by conducting an in-depth Discovery Meeting At the Discovery meeting we will look at where you are now, where you’d like to be and help identify any gaps. We’ll evaluate whether your current providers are doing a good job and, if so, we will let you know.
We only take on a limited number of clients for whom we can have a significant impact. If we’re the right team for you, we will let you know. If we’re not, we’ll refer you to someone else who can take great care of you.
If you are interested in having a Discovery Meeting with us to see how we might be able to help you, we’d be happy to meet with you either in person or virtually. The Discovery meeting takes about 90 minutes.
We create strategies that are tailored to your goals.
Let's talk about your investment strategies.
Wealth Management integrates investments, Tax and Estate Planning.
We're prepared to guide you through life's transitions.
Current Interest and Market Insights
Access hundreds of articles, videos and presentations
"An investment in knowledge pays the best interest."
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
If you are already a client, we recommend revisiting this section often as a refresher of how to use your personal financial website and to learn how to make the most of this website as well. You have access to a lot of powerful information at your finger tips, and we encourage you to take advantage of them, as often as you can.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.