Phoenix Wealth Advisors Inc.

Phoenix Wealth Advisors works with a mix of individuals (including high‑net‑worth clients), retirement plans, trusts, estates and corporations, offering financial planning, wealth management, retirement‑plan consulting, and both discretionary and non‑discretionary asset management. The firm prepares written financial plans using Goal Planning and Monitoring software, assists with implementation (including referrals to other professionals), and provides investor education such as seminars.

Advice is customized through client interviews and periodic reviews, and Phoenix draws on fundamental, technical, charting and cyclical analysis while employing both long‑ and short‑term strategies. In its Ambassador wrap‑fee program administered by Raymond James, the firm integrates third‑party money‑manager strategies with in‑house overlays (for example, its Dividend and Multi‑Cap Growth strategies) and manages accounts on either a discretionary or non‑discretionary basis.

Phoenix maintains an atypically high account load relative to advisor headcount — managing roughly 1,593 advisory accounts and about $641 million in assets with a seven‑advisor team, which results in more than 200 accounts per advisor and is uncommon among peer firms. The combination of sponsoring a wrap‑fee program that blends external manager models with firm adjustments and providing ERISA §3(21) retirement plan consulting are operational features that distinguish its service model from many other team advisers.