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Financial Resource Center

Here is a list of the available resources on our website for both our clients and the public to refer to when needed. Our resources also include online client account access, our quarterly newsletters and Richard's monthly video series "The Phronesis Perspective." If you can't find what you need within these resources, please call the office. The team at Phronesis Wealth Management is happy to answer your questions.

Account Access

Convenient online access to your investment account information.

The Phronesis Perspective

View videos in our YouTube channel on a wide range of financial topics.

Quarterly Newsletters

Current and past issues of our quarterly newsletter “Client Connect.”


Manage personal affairs while you're alive and control the distribution of wealth upon your death.


A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.


Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.


Managing your money involves more than simply making and following a budget.


Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.


Understanding tax strategies can potentially help you better manage your overall tax situation.

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