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Financial Services, Strategies, and Options

At Phronesis Wealth Management, we want to help you come closer to your financial goals. The comprehensive and holistic approach combines a depth of knowledge and professional experience to provide creative strategies tailored to your individual needs. Our product independence and collaboration can mean a world of difference when designing a custom plan for your specific financial future.

We offer a deep level of resources and services:

• Retirement Distribution Strategies• Wealth Accumulation Planning
• Financial Planning, Fee Only Planning• Education Funding, Special Needs Planning
• Tax Mitigation Strategies• Portfolio and Investment Analysis
• Wealth Management and Transfer• Charitable Gifting Strategies
• Estate, Legacy and Beneficiary Planning• Life, Disability and Long-Term Care Insurance
• Business Owner Planning• Benefit and Compensation Plans
• Retirement Plans, 401(k), SEP, SIMPLE Plans• Continuity and Succession Planning
• Employee Educational Workshops 

Contact us today to request a complimentary introduction or consultation. We look forward to meeting with you.