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 plan for your financial future. We offer a deep level of resources and owner 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